Jonathon Richard Mcadow
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jonathon Richard Mc Adow, Jonathan Richard Mcadow
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
22 years in the financial services industry
Current & Past Employments
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Current Firm
ADAPT WEALTH ADVISORS, LLC | ROY WEALTH ADVISORS, LLC | ROY WEALTH ADVISORS
Contact Information
Main Address
6285 Barfield Rd. Suite 250, Atlanta, GA 30328Phone Number
(404) 594-5559# of Employees
12SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,473AUM (Assets Under Management)
$469,203,918Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
ADAPT WEALTH ADVISORS, LLC | ROY WEALTH ADVISORS, LLC | ROY WEALTH ADVISORS
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Jan 2007About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Dec 2006About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jonathon Richard Mcadow's CRS (Customer Relationship Summary).
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