Jane Z. Macadams

MAC ADAMS WEALTH ADVISORS

DALLAS, TX 75251

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CRD#: 4528726

Professional summary

Jane Zaika Macadams, who also goes by Jane Leone Mac Adams, Jane Zaika Mac Adams, Jane Mac Adams, is a registered financial advisor currently at MAC ADAMS WEALTH ADVISORS, LLC located in Dallas, Texas.

Jane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jane has worked at 3 firms and has passed the Series 66, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jane Leone Mac Adams | Jane Zaika Mac Adams | Jane Mac Adams

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 Jane Zaika Macadams'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®

None

Experience

Current

November 13, 2008 - Present

MAC ADAMS WEALTH ADVISORS, LLC

Office #1: 12770 Coit Road Suite 1226, Dallas, TX 75251

RIA

CRD#: 148409

DALLAS, TX

Past

September 8, 2009 - January 18, 2013

LPL FINANCIAL LLC

CRD#: 6413

DALLAS, TX

Past

July 16, 2007 - September 8, 2009

MUTUAL SERVICE CORPORATION

CRD#: 4806

DALLAS, TX

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

Texas
(11/13/2008)

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 66

Date: 7/16/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/10/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/12/2007

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/4/2008

General Securities Principal Examination

Current Firm

MAC ADAMS WEALTH ADVISORS, LLC

MAC ADAMS FINANCIAL GROUP | MAC ADAMS WEALTH ADVISORS, LLC

CRD#: 148409 / SEC#: 801-69721

RIA

Registered Investment Advisory firm - (6/21/2012 Terminated)

Texas

Registered Investment Advisory firm - (6/8/2012 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Dallas, TX

Mailing Address

Phone number

(214) 273-3630

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	94
AUM (Assets Under Management)	$ 40,279,042

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.

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Jane Z. Macadams

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jane Zaika Macadams's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAC ADAMS WEALTH ADVISORS, LLC

LPL FINANCIAL LLC

MUTUAL SERVICE CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 7/16/2008

Series 63

Date: 7/10/2002

Series 7

Date: 7/12/2007

Series 24

Date: 2/4/2008

Current Firm

MAC ADAMS WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MAC ADAMS WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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