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JM

Joseph E. Mcadams

PACIFICOME ADVISERS INC
El Segundo, CA 90245-4987
Some features on this profile are disabled
CRD#: 2335709
JM

Professional summary

Joseph Emery Mcadams is a registered financial advisor currently at PACIFIC INCOME ADVISERS INC located in El Segundo, California.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Joseph has worked at 3 firms and has passed the Series 63, SIE, Series 87, Series 86 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
PACIFIC INCOME ADVISERS; INVESTMENT RELATED; 1299 OCEAN AVE., SUITE 210, SANTA MONICA, CA 90401; INVESTMENT MANAGEMENT; SR. VP; 02/01/1998; 100 HR/MONTH, 70 HR/MONTH DURING TRADING HOURS; PORTFOLIO MANAGER. ANWORTH MORTGAGE ASSET CORP.; INVESTMENT-RELATED; 1299 OCEAN AVE., SUITE 250; SANTA MONICA, CA 90401; REIT; CIO; 3/1/1998; 100 HR/MONTH, 70 HR/MONTH DURING TRADING HOURS. PIA FARMLAND, 1299 OCEAN AVENUE, SUITE 210, SANTA MONICA, CA 90401, VICE PRESIDENT SINCE 10/2013.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Emery Mcadams's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 8, 2010 - Present

PACIFIC INCOME ADVISERS INC

Office #1: 2321 Rosecrans Ave. Suite 1260, El Segundo, CA 90245-4987
RIA
CRD#: 104719
El Segundo, CA
Past

June 15, 1998 - July 17, 2015

SYNDICATED CAPITAL, INC.

BD
CRD#: 29037
SANTA MONICA, CA
Past

November 14, 1994 - February 5, 1998

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PI
PACIFIC INCOME ADVISERS INC
PACIFIC INCOME ADVISERS INC | PACIFIC WEALTH ADVISERS

CRD#: 104719 / SEC#: 801-27828

RIA
Registered Investment Advisory firm - (9/4/1986 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(3/8/2010)

Exams

State Security Law Exam
RR
Series 63
Date: 11/4/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/17/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 87
Date: 6/22/2010
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 86
Date: 6/21/2010
Research Analyst Exam - Part I Analysis Module
General Industry/Product Exam
RR
Series 7
Date: 10/26/1994
General Securities Representative Examination

Current Firm

PI
PACIFIC INCOME ADVISERS INC
PACIFIC INCOME ADVISERS INC | PACIFIC WEALTH ADVISERS

CRD#: 104719 / SEC#: 801-27828

RIA
Registered Investment Advisory firm - (9/4/1986 Approved)
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Contact information

Main Address
2321 Rosecrans Ave. Suite 1260, El Segundo, CA 90245-4987
Mailing Address
Phone number
(310) 393-1424
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PACIFIC INCOME ADVISERS ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts2,521
AUM (Assets Under Management)$ 2,107,440,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PACIFIC INCOME ADVISERS INC

CRD#: 104719El Segundo, CA 90245-4987

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