John S. Adams
WELLSPRING PLANNING GROUP LLC | PARTNER
Atlanta, GA 30345
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CRD#: 3082718
Professional summary
John Stanford Adams, CLU® is a registered financial advisor currently at WELLSPRING PLANNING GROUP LLC located in Atlanta, Georgia and HIGHTOWER SECURITIES, LLC located in Chicago, Illinois.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. John has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Biography
John is a Partner at Wellspring Associates where he leverages over 20 years of experience in financial services consulting to advise affluent multi-generational families, family offices and their advisors. His specialized Wealth Integration™ practice incorporates tax-efficient wealth transfer, business succession and asset protection strategies, providing clarity for clients and, ultimately, empowering them to achieve their personal and business goals. As part of John’s wealth planning philosophy, his clients benefit from his dedication to coordinating with their multiple advisors.
In addition to an unwavering commitment to his clients, John is active in industry and community organizations. He is a member of the Atlanta Estate Planning Council and actively serving as a board member. He is a regular participant in the Southeastern Family Office Forum. John spent twenty years as a dedicated youth baseball coach with the Buckhead Baseball organization from 1999-2018 and continues to freely give personal time to assist those in need. As a volunteer with 30 We Go, he assists in distributing blankets, gloves and hats to Atlanta’s homeless when temperatures dip below 30 degrees.
John earned a Bachelor of Business Administration in Finance degree at the University of Georgia (UGA) and is an active member of the University of Georgia Alumni Association. He also earned the Chartered Life Underwriter® designation from the American College of Financial Services. It was during summer breaks from UGA when John first established the foundation for his tireless work ethic by selling books for the Southwestern Publishing Company.
John is a native of Macon, Georgia, and lives in the Buckhead area of Atlanta. He enjoys spending time outside the office attending UGA football games, playing golf, hunting, fishing and working on the family farm in The Rock, Georgia.
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.
1.) WELLSPRING PLANNING GROUP LLC - 6/17/2016 - 2200 Century Parkway, Suite 750, Atlanta, GA 30345 - Investment Adviser Representative, financial planning, registered investment adviser, Invt Rel, 40 hrs/mo; 40 hrs/mo (during trading hours). 2.) WELLSPRING ASSOCIATES - 5/1/2009 - 2200 Century Parkway, Suite 750 - Partner, financial planning and life insurance sales, Not Invt Rel, 40 hrs/mo; 40 hrs/mo (during trading hours). 3a.) JBSGBJ HOLDINGS, LLC - 03/20/2020 - ATLANTA, GA., - OTHER - HOLDING COMPANY OF TWG WELLSPRING LLC - MEMBER - TIME SPENT LESS THAN 5% 3b.) TWG Wellspring LLC formerly The Wellspring Group - 1/15/1996 - 2200 Century Parkway, Suite 750 - Partner, holding company, Not Invt Rel, less than 5% of time. 4.) Hightower Securities - 7/2020 - 2200 Century Parkway, Suite 750 - Registered Representative, variable life insurance sales, less than 5% of time.
CRS (Client Relationship Summary) - RIA
Click below to view John Stanford Adams's 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®
Experience
Current
June 28, 2016 - Present
WELLSPRING PLANNING GROUP LLC
Office #1: 2200 Century Parkway Suite 500, Atlanta, GA 30345RIA
CRD#: 283593
Atlanta, GA
Current
July 1, 2020 - Present
HIGHTOWER SECURITIES, LLC
Office #1: 200 West Madison Street Suite 2500, Chicago, IL 60606BD
CRD#: 116681
Chicago, IL
Past
April 20, 2016 - June 30, 2020
THE LEADERS GROUP, INC.
BD
CRD#: 37157
SUMMIT, NJ
Past
August 24, 2010 - June 17, 2016
WELLSPRING WEALTH MANAGEMENT LLC
RIA
CRD#: 134834
ATLANTA, GA
Past
October 1, 2009 - December 18, 2009
LPL FINANCIAL LLC
RIA
CRD#: 6413
ATLANTA, GA
Past
September 8, 2009 - May 4, 2016
LPL FINANCIAL LLC
BD
CRD#: 6413
ATLANTA, GA
Past
March 24, 2008 - July 28, 2008
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
ATLANTA, GA
Past
March 20, 2006 - February 23, 2009
WELLSPRING WEALTH MANAGEMENT LLC
RIA
CRD#: 134834
ATLANTA, GA
Past
August 3, 2005 - March 13, 2008
MEADOWBROOK SECURITIES LLC
BD
CRD#: 10578
ATLANTA, GA
Past
June 9, 2004 - October 13, 2009
ASSOCIATED PLANNERS INVESTMENT ADVISORY INC
RIA
CRD#: 104790
ATLANTA, GA
Past
May 28, 2004 - September 8, 2009
ASSOCIATED SECURITIES CORP.
BD
CRD#: 12969
ATLANTA, GA
Past
January 23, 2003 - June 8, 2004
WS GRIFFITH SECURITIES, INC.
RIA
CRD#: 10410
ATLANTA, GA
Past
September 1, 2000 - June 8, 2004
WS GRIFFITH SECURITIES, INC.
BD
CRD#: 10410
HARTFORD, CT
Past
July 21, 1998 - September 5, 2000
AMERICAN GENERAL SECURITIES INCORPORATED
BD
CRD#: 13626
PHOENIX, AZ
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/24/2021)
RR
Florida(7/14/2025)
IAR
Georgia(6/28/2016)
RR
Georgia(7/1/2020)
RR
New York(10/21/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
WP
WELLSPRING PLANNING GROUP LLC
WELLSPRING PLANNING GROUP LLC
CRD#: 283593 / SEC#:
Georgia
Registered Investment Advisory firm - (6/14/2016 Approved)Texas
Registered Investment Advisory firm - (5/25/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2200 Century Parkway Suite 750, Atlanta, GA 30345
Mailing Address
Phone number
(404) 924-4005
Established
Firm type
Fiscal year end
# of Employees
10
Red Flags
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