Jonathan H. Mcadams

FOSTER VICTOR

Greenville, SC 29601

Some features on this profile are disabled

CRD#: 2515543

Professional summary

Jonathan Hugh Mcadams, who also goes by Jonathan H Mcadams, is a registered financial advisor currently at FOSTER VICTOR located in Greenville, South Carolina.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Jonathan has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jonathan H Mcadams

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Hugh 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

July 8, 2021 - Present

FOSTER VICTOR

Office #1: 10 Toy Street Suite 200, Greenville, SC 29601

RIA

CRD#: 283656

Greenville, SC

Past

September 14, 2015 - July 27, 2021

TAVERIK CAPITAL, LLC

RIA

CRD#: 156594

GREENVILLE, SC

Past

October 20, 2008 - September 2, 2014

MISSION CAPITAL MANAGEMENT, LLC

RIA

CRD#: 137715

FRANKLIN, TN

Past

August 9, 1994 - March 22, 1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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".

FOSTER VICTOR

BEN ADVISORS, LLC | FOSTER VICTOR WEALTH ADVISORS, LLC | FOSTER VICTOR WEALTH ADVISORS | FOSTER VICTOR

CRD#: 283656 / SEC#: 801-107775

RIA

Registered Investment Advisory firm - (5/4/2016 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

South Carolina
(7/8/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/5/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/24/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/8/1994

General Securities Representative Examination

Current Firm

FOSTER VICTOR

BEN ADVISORS, LLC | FOSTER VICTOR WEALTH ADVISORS, LLC | FOSTER VICTOR WEALTH ADVISORS | FOSTER VICTOR

CRD#: 283656 / SEC#: 801-107775

RIA

Registered Investment Advisory firm - (5/4/2016 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

10 Toy Street Suite 200, Greenville, SC 29601

Mailing Address

Phone number

(864) 720-2000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (6/3/2025)

Regulatory assets under management

Total Number of Accounts	5,795
AUM (Assets Under Management)	$ 2,153,072,996

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.

Similar Advisors

Daniel Milks

FIDUCIARY ORGANIZATION, LLC

IAR

Greenville, SC

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jonathan H. Mcadams

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Hugh Mcadams's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOSTER VICTOR

TAVERIK CAPITAL, LLC

MISSION CAPITAL MANAGEMENT, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

FOSTER VICTOR

State Registrations and Notice Filings

Exams

Series 65

Date: 9/5/2008

Series 63

Date: 8/24/1994

Series 7

Date: 8/8/1994

Current Firm

FOSTER VICTOR

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FOSTER VICTOR

TRUST BUT VERIFY

Similar Advisors