Adam L. Wade
J. W. COLE ADVISORS
Colorado Springs, CO 80903
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CRD#: 4379225
Professional summary
Adam L Wade, CFP®, who also goes by Adam Lucas Wade, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Colorado Springs, Colorado.
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Adam has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Adam Lucas Wade
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) Adam L. Wade dba Integrated Financial Wellness, LLC; Investment Related; 219 West Colorado Avenue, Suite 306, Colorado Springs CO 80903; Investment services, Financial Planning & Insurance; Owner & Financial Advisor; Financial Advisor for RIA only business. Life, LTC and fixed insurance business; Start 5/31/2014; 40 hrs./mo. during trading. (2) Wade Property Enterprise, LLC; 13045 Rockbridge Cir, Colorado Springs, CO 80921; Non Investment related; Managing Member; The LLC will hold a commercial condo property being purchased 2/23/23, the LLC will account for all business related to the property and provide personal legal and asset protection from personal and other business interests. Start 12/11/23; 5 hours/month during trading. (3) Trestle Office Condominiums; not investment related; 219 W. Colorado Ave, Colorado Springs, CO 80903; Board Position - Vice President; Start 10/10/24; 0 hours during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Adam L Wade'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®
CFP®
Start date: 2019
Experience
Current
March 28, 2022 - Present
J. W. COLE ADVISORS, INC.
Office #1: 219 West Colorado Avenue Suite 306, Colorado Springs, CO 80903RIA
CRD#: 112294
Colorado Springs, CO
Past
February 1, 2017 - April 29, 2022
NOVA FINANCIAL SERVICES
RIA
CRD#: 150148
Colorado Springs, CO
Past
June 22, 2016 - February 9, 2017
WESTERN WEALTH MANAGEMENT LLC
RIA
CRD#: 283545
COLORADO SPRINGS, CO
Past
June 2, 2014 - June 22, 2016
WESTERN WEALTH MANAGEMENT LLC
RIA
CRD#: 167344
COLORADO SPRINGS, CO
Past
May 30, 2014 - February 15, 2017
LPL FINANCIAL LLC
BD
CRD#: 6413
COLORADO SPRINGS, CO
Past
June 3, 2011 - June 2, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
COLORADO SPRINGS, CO
Past
June 3, 2011 - June 2, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
COLORADO SPRINGS, CO
Past
June 7, 2007 - June 7, 2011
EDWARD JONES
RIA
CRD#: 250
COLORADO SPRINGS, CO
Past
June 20, 2006 - June 7, 2011
EDWARD JONES
BD
CRD#: 250
COLORADO SPRINGS, CO
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".
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)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
Colorado(3/28/2022)
IAR
Texas(8/26/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
Mailing Address
Phone number
(813) 935-6776
Established
Firm type
Fiscal year end
# of Employees
512
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 29,614 |
| AUM (Assets Under Management) | $ 7,195,237,282 |
Red Flags
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Company Information
J. W. COLE ADVISORS, INC.
CRD#: 112294Colorado Springs, CO 80903TRUST BUT VERIFY
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