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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathon? Claim Your ProfileJonathon McAdow is a Registered Investment Advisor (IA) with Adapt Wealth Advisors, LLC. Jonathon has been in the financial industry since 2004 and has experience with various firms such as Ameriprise Financial Services, LLC, Cambridge Investment Research, Inc., and Commonwealth Financial Network. Jonathon's experience in the financial industry includes advising individuals and businesses on investment strategies. Jonathon specializes in financial planning, pension consulting, portfolio management, and selection of other advisers. Jonathon is currently registered with the state of Georgia.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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GA
02/15/2024 - Present
Adapt Wealth Advisors, LLC (ATLANTA GA)
GA
07/01/2022 - 02/20/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Atlanta GA)
GA
04/25/2017 - 10/09/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (ATLANTA GA)
GA
04/18/2011 - 04/24/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Atlanta GA)
GA
03/02/2010 - 03/31/2011
COMMONWEALTH FINANCIAL NETWORK (ALPHARETTA GA)
GA
06/16/2006 - 10/17/2008
AMERIPRISE FINANCIAL SERVICES, INC. (ATLANTA GA)
MN
05/10/2004 - 07/27/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/10/2004 - 07/27/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/19/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/25/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/22/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/05/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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