AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JM

Jonathon D. Mcadams

FROST INVESTMENT SERVICES
AUSTIN, TX 78737
Some features on this profile are disabled
CRD#: 4774862
JM
Jonathon Durst McadamsFROST INVESTMENT SERVICES

Professional summary

Jonathon Durst Mcadams, who also goes by Jon D. Mcadams, is a registered financial advisor currently at FROST INVESTMENT SERVICES located in Austin, Texas and FROST BROKERAGE SERVICES, INC. located in San Antonio, 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 7 firms and has passed the 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.

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

March 24, 2026 - Present

FROST INVESTMENT SERVICES

Office #1: 13341 W Us 290 Suite 1201, Austin, TX 78737
RIA
CRD#: 286129
AUSTIN, TX
Current

July 17, 2026 - Present

FROST BROKERAGE SERVICES, INC.

Office #1: 111 W Houston Ste 100, San Antonio, TX 78205
BD
CRD#: 17465
SAN ANTONIO, 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".
FI
FROST INVESTMENT SERVICES
FROST INVESTMENT SERVICES | FROST INVESTMENT SERVICES, LLC

CRD#: 286129 / SEC#: 801-108754

RIA
Registered Investment Advisory firm - (1/3/2017 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
Texas
(3/24/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/17/2008
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/17/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/27/2026
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

FI
FROST INVESTMENT SERVICES
FROST INVESTMENT SERVICES | FROST INVESTMENT SERVICES, LLC

CRD#: 286129 / SEC#: 801-108754

RIA
Registered Investment Advisory firm - (1/3/2017 Approved)
Loading...

Contact information

Main Address
111 West Houston Street, San Antonio, TX 78205
Mailing Address
Po Box 2538, San Antonio, TX 78299
Phone number
(210) 220-5000
Established
Firm type
Fiscal year end
# of Employees
177

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIS FORM ADV PART 2A 2025 (12/10/2025)

Regulatory assets under management

Total Number of Accounts3,179
AUM (Assets Under Management)$ 2,976,654,932

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/12/2025
Cover Page
Report
10/10/2024
Cover Page
Report
11/27/2023
Cover Page
Report
12/21/2022
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.

Company Information

FROST INVESTMENT SERVICES

CRD#: 286129Austin, TX 78737

TRUST BUT VERIFY

Monitor Jonathon Mcadams

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey WeeksAdvisorCheck Check Mark
ATX PORTFOLIO ADVISORS, LLC
IAR
AUSTIN, TX
Eric Scott Pomerantz
Eric PomerantzAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
AUSTIN, TX
JR
James RushingAdvisorCheck Check Mark
VOYA FINANCIAL ADVISORS, INC.
IAR
RR
AUSTIN, TX
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.