Jonathon D. Mcadams

BOK FINANCIAL PRIVATE WEALTH

DENVER, CO 80202

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CRD#: 4774862

Professional summary

Jonathon Durst Mcadams, who also goes by Jon D. Mcadams, is a registered financial advisor currently at BOK FINANCIAL PRIVATE WEALTH, INC. located in Denver, Colorado.

Jonathon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jonathon has worked at 5 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jon D. Mcadams

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 Jonathon Durst Mcadams'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

May 17, 2024 - Present

BOK FINANCIAL PRIVATE WEALTH, INC.

Office #1: 1600 Broadway Suite 1460, Denver, CO 80202

RIA

CRD#: 106733

DENVER, CO

Past

February 11, 2022 - April 14, 2023

EXENCIAL WEALTH ADVISORS

RIA

CRD#: 130475

Austin, TX

Past

September 14, 2021 - November 19, 2021

MARINER WEALTH

RIA

CRD#: 140195

Austin, TX

Past

July 3, 2019 - September 14, 2020

TPB WEALTH ADVISORS, LLC

RIA

CRD#: 150508

SAN ANTONIO, TX

Past

April 18, 2008 - June 26, 2019

LINSCOMB WEALTH, INC.

RIA

CRD#: 106779

HOUSTON, TX

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".

BOK FINANCIAL PRIVATE WEALTH, INC.

CRD#: 106733 / SEC#: 801-51401

RIA

Registered Investment Advisory firm - (3/6/1996 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

Colorado
(5/17/2024)

IAR

Oklahoma
(5/17/2024)

IAR

Texas
(5/17/2024)

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: 4/17/2008

Uniform Investment Adviser Law Examination

Current Firm

BOK FINANCIAL PRIVATE WEALTH, INC.

CRD#: 106733 / SEC#: 801-51401

RIA

Registered Investment Advisory firm - (3/6/1996 Approved)

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Contact information

Main Address

1600 Broadway 4th Floor, Denver, CO 80202

Mailing Address

Phone number

(303) 539-0100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BOK FINANCIAL PRIVATE WEALTH, INC., FORM ADV PART 2A JUNE 2025 (6/17/2025)

Regulatory assets under management

Total Number of Accounts	2,179
AUM (Assets Under Management)	$ 3,185,223,176

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/28/2025	Cover Page	Report
12/18/2024	Cover Page	Report
08/25/2023	Cover Page	Report
09/26/2022	Cover Page	Report

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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Jonathon D. Mcadams

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathon Durst Mcadams's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOK FINANCIAL PRIVATE WEALTH, INC.

EXENCIAL WEALTH ADVISORS

MARINER WEALTH

TPB WEALTH ADVISORS, LLC

LINSCOMB WEALTH, INC.

Primary Firm SEC Registration

BOK FINANCIAL PRIVATE WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/17/2008

Current Firm

BOK FINANCIAL PRIVATE WEALTH, INC.

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BOK FINANCIAL PRIVATE WEALTH, INC.

TRUST BUT VERIFY

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