Jonathon R. Mcadow

ADAPT WEALTH ADVISORS

Atlanta, GA 30328

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CRD#: 4764111

Professional summary

Jonathon Richard Mcadow, who also goes by Jonathon Richard Mc Adow, Jonathan Richard Mcadow, is a registered financial advisor currently at ADAPT WEALTH ADVISORS, LLC located in Atlanta, Georgia.

Jonathon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jonathon has worked at 7 firms and has passed the Series 65, Series 66, SIE, Series 7, Series 10, Series 9 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jonathon Richard Mc Adow | Jonathan Richard Mcadow

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.

Outside Employment; Outside Employment; Self employed; Other; 324 Montgomery Street, , Decatur, GA, 30030; Not Investment-Related; 12/01/1998; 0 during trading hours; 10 to 19 hours per month / Outside Employment; Adapt Holdings LLC; Other; 6285 Barfield Rd, Suite 250, Atlana, GA, 30328; Investment-Related; 01/01/2024; 0 during trading hours; 0 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathon Richard Mcadow'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

February 15, 2024 - Present

ADAPT WEALTH ADVISORS, LLC

Office #1: 6285 Barfield Rd. Suite 250, Atlanta, GA 30328

RIA

CRD#: 329448

Atlanta, GA

Past

July 1, 2022 - February 20, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Atlanta, GA

Past

April 27, 2022 - February 20, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Atlanta, GA

Past

May 10, 2021 - April 22, 2022

ORION PORTFOLIO SOLUTIONS, LLC

RIA

CRD#: 125446

Decatur, GA

Past

June 6, 2017 - September 23, 2019

LONGVIEW WEALTH MANAGEMENT

RIA

CRD#: 136214

ATLANTA, GA

Past

April 25, 2017 - October 9, 2019

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

ATLANTA, GA

Past

May 24, 2011 - April 24, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Atlanta, GA

Past

April 18, 2011 - April 24, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Atlanta, GA

Past

March 2, 2010 - March 31, 2011

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

ALPHARETTA, GA

Past

June 26, 2006 - October 17, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

ATLANTA, GA

Past

June 16, 2006 - October 17, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

ATLANTA, GA

Past

May 10, 2004 - July 27, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

ALPHARETTA, GA

Past

May 10, 2004 - July 27, 2005

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

May 10, 2004 - July 27, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

ADAPT WEALTH ADVISORS, LLC

ADAPT WEALTH ADVISORS, LLC | ROY WEALTH ADVISORS, LLC | ROY WEALTH ADVISORS

CRD#: 329448 / SEC#: 801-129358

RIA

Registered Investment Advisory firm - (2/7/2024 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

Georgia
(2/15/2024)

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: 5/19/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 3/25/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/7/2004

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 1/12/2007

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 12/22/2006

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 24

Date: 7/5/2006

General Securities Principal Examination

Current Firm

ADAPT WEALTH ADVISORS, LLC

ADAPT WEALTH ADVISORS, LLC | ROY WEALTH ADVISORS, LLC | ROY WEALTH ADVISORS

CRD#: 329448 / SEC#: 801-129358

RIA

Registered Investment Advisory firm - (2/7/2024 Approved)

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Contact information

Main Address

6285 Barfield Rd. Suite 250, Atlanta, GA 30328

Mailing Address

Phone number

(404) 594-5559

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADAPT WEALTH ADVISORS ADV PART 2A 02-06-2025 (2/6/2025)

Regulatory assets under management

Total Number of Accounts	1,122
AUM (Assets Under Management)	$ 327,765,997

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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Firm Stability Insights

Jonathon R. Mcadow

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathon Richard Mcadow's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

ORION PORTFOLIO SOLUTIONS, LLC

LONGVIEW WEALTH MANAGEMENT

CAMBRIDGE INVESTMENT RESEARCH, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

COMMONWEALTH FINANCIAL NETWORK

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

ADAPT WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/19/2011

Series 66

Date: 3/25/2004

SIE

Date: 10/1/2018

Series 7

Date: 5/7/2004

Series 10

Date: 1/12/2007

Series 9

Date: 12/22/2006

Series 24

Date: 7/5/2006

Current Firm

ADAPT WEALTH ADVISORS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADAPT WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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