JM
Jonathon D. Mcadams
FIFTH THIRD SECURITIES
Austin, TX 78703
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CRD#: 4774862
JM
Jonathon Durst McadamsFIFTH THIRD SECURITIES
Professional summary
Jonathon Durst Mcadams, who also goes by Jon D. Mcadams, is a registered financial advisor currently at FIFTH THIRD SECURITIES, INC. located in Austin, Texas.
Jonathon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Jonathon has worked at 8 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathon Durst Mcadams's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jonathon Durst Mcadams'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®
NoneExperience
Current
August 26, 2026 - Present
FIFTH THIRD SECURITIES, INC.
Office #1: 2414 Exposition Blvd S, Austin, TX 78703Office #2: 1713 Fm 685 Suite 170, Pflugerville, TX 78660Office #3: 7820 Burnet Road, Austin, TX 78757Office #4: 3801 Bee Cave Road, West Lake Hills, TX 78746Office #5: 14950 Avery Ranch Blvd, Austin, TX 78717Office #6: 13200 N 135 Hwy Building C, Austin, TX 78753Office #7: 1701 W 35th Street, Austin, TX 78703Office #8: 2315 E. Anderson Lane, Austin, TX 78752Office #9: 300 W 6th Street Suite 120, Austin, TX 78701Office #10: 810 E. Whitestone Blvd C, Cedar Park, TX 78613RIA
BD
CRD#: 628
Austin, TX
Current
August 26, 2026 - Present
FIFTH THIRD SECURITIES, INC.
Office #1: 2414 Exposition Blvd S, Austin, TX 78703Office #2: 1713 Fm 685 Suite 170, Pflugerville, TX 78660Office #3: 7820 Burnet Road, Austin, TX 78757Office #4: 3801 Bee Cave Road, West Lake Hills, TX 78746Office #5: 14950 Avery Ranch Blvd, Austin, TX 78717Office #6: 13200 N 135 Hwy Building C, Austin, TX 78753Office #7: 1701 W 35th Street, Austin, TX 78703Office #8: 2315 E. Anderson Lane, Austin, TX 78752Office #9: 300 W 6th Street Suite 120, Austin, TX 78701Office #10: 810 E. Whitestone Blvd C, Cedar Park, TX 78613RIA
BD
CRD#: 628
Austin, TX
Past
July 17, 2026 - August 20, 2026
FROST BROKERAGE SERVICES, INC.
BD
CRD#: 17465
SAN ANTONIO, TX
Past
March 24, 2026 - August 20, 2026
FROST INVESTMENT SERVICES
RIA
CRD#: 286129
AUSTIN, TX
Past
May 17, 2024 - December 22, 2025
BOK FINANCIAL PRIVATE WEALTH, INC.
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".
FIFTH THIRD SECURITIES, INC.
FIFTH THIRD SECURITIES | THE OHIO COMPANY | FIFTH THIRD/THE OHIO COMPANY | FIFTH THIRD SECURITIES, INC.
CRD#: 628 / SEC#: 801-63623, 8-2428
RIA
Registered Investment Advisory firm - SEC (11/17/2004 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Texas(8/26/2026)
IAR
Texas(8/26/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/17/2026
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FIFTH THIRD SECURITIES, INC.
FIFTH THIRD SECURITIES | THE OHIO COMPANY | FIFTH THIRD/THE OHIO COMPANY | FIFTH THIRD SECURITIES, INC.
CRD#: 628 / SEC#: 801-63623, 8-2428
RIA
Registered Investment Advisory firm - SEC (11/17/2004 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information
Main Address
34 Fountain Square Plaza Md 1090am, Cincinnati, OH 45263
Mailing Address
38 Fountain Square Plaza Md 1090am, Cincinnati, OH 45263
Phone number
(888) 889-1025
Established
Ohio since 05/01/1925
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
1,349
SEC notice filing (52 States and Territories)
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FIFTH THIRD BANK, NATIONAL ASSOCIATION | OWNER | |
| CORSARIE, ROBERT ALBERT | DIRECTOR, HEAD OF RETAIL BROKERAGE | 2213136 |
| JACOBS, JARRETT ANDREW | DIRECTOR, BD CHIEF COMPLIANCE OFFICER/RIA CHIEF COMPLIANCE OFFICER | 3190249 |
| JOHNSON MOBLEY, SHANNON | DIRECTOR, REGIONAL INVESTMENT MANAGER | 2583704 |
| KELLY, GINGER MICHELLE | DIRECTOR, CHIEF ADMINISTRATIVE OFFICER - RETAIL | 2357692 |
| LUDWICK, JAMES PAUL | DIRECTOR, EXECUTIVE DIRECTOR OF INSTITUTIONAL BUSINESS | 4286771 |
| LYONS, TIMOTHY | DIRECTOR, MANAGING DIRECTOR-TRADING | 2544688 |
| MARCUS, ROBERT FRANKLIN | DIRECTOR, HEAD OF CAPITAL MARKETS | 2512810 |
| OVERMANN, JUSTIN MICHAEL | DIRECTOR, PRINCIPAL OPERATIONS OFFICER | 4419793 |
| STRATMOEN, CHRISTOPHER SCOTT | DIRECTOR, PRINCIPAL FINANCIAL OFFICER | 5873893 |
Regulatory assets under management
| Total Number of Accounts | 43,067 |
| AUM (Assets Under Management) | $ 9,127,646,064 |
Disclosures
| Regulatory Event | 38 |
| Arbitration | 19 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/20/2025 | ||
| 08/26/2024 | ||
| 10/20/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FIFTH THIRD SECURITIES, INC.
CRD#: 628Austin, TX 78703TRUST BUT VERIFY
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