Adam P. Jewett

ABUNDANT WEALTH MANAGEMENT LLC

Marshfield, MA

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CRD#: 5011832

Professional summary

Adam Pearson Jewett, CFP® is a registered financial advisor currently at ABUNDANT WEALTH MANAGEMENT LLC located in Marshfield, Massachusetts and THE LEADERS GROUP, INC. located in Summit, New Jersey.

Adam is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Adam has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1.) THE SMITH COMPANIES/CAPITAS FIN'L - 12/1/2009 - 225 Friend Street, Suite 600 Boston, MA 02114 - Sales Vice President, point of sale support for financial advisors in making insurance recommendations for their clients, ins bsn, Not Invt Rel, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 6/27/2023 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Pearson Jewett'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®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

July 28, 2025 - Present

ABUNDANT WEALTH MANAGEMENT LLC

RIA

CRD#: 331285

Marshfield, MA

Current

July 7, 2010 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901

CRD#: 37157

Summit, NJ

Past

July 14, 2023 - July 23, 2025

TLG ADVISORS, INC.

RIA

CRD#: 111052

Boston, MA

Past

August 7, 2009 - December 4, 2009

JOHN HANCOCK DISTRIBUTORS LLC

CRD#: 5249

BOSTON, MA

Past

October 4, 2005 - November 10, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

WALTHAM, MA

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".

ABUNDANT WEALTH MANAGEMENT LLC

ABUNDANT WEALTH MANAGEMENT LLC | ABUNDANT WEALTH MANAGEMENT, LLC

CRD#: 331285 / SEC#: 801-133707

RIA

Registered Investment Advisory firm - (6/18/2025 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.

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

Massachusetts
(7/7/2010)

IAR

Massachusetts
(7/28/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/5/2005

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: 10/3/2005

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

ABUNDANT WEALTH MANAGEMENT LLC

ABUNDANT WEALTH MANAGEMENT LLC | ABUNDANT WEALTH MANAGEMENT, LLC

CRD#: 331285 / SEC#: 801-133707

RIA

Registered Investment Advisory firm - (6/18/2025 Approved)

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Contact information

Main Address

700 Canal Street Serendipity Labs, Stamford, CT 06902

Mailing Address

Phone number

(203) 661-3441

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - ABUNDANT WEALTH MANAGEMENT LLC (9/11/2025)

Regulatory assets under management

Total Number of Accounts	318
AUM (Assets Under Management)	$ 233,109,415

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

Adam P. Jewett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Pearson Jewett's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE LEADERS GROUP, INC.

TLG ADVISORS, INC.

JOHN HANCOCK DISTRIBUTORS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

ABUNDANT WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/5/2005

SIE

Date: 10/1/2018

Series 7

Date: 10/3/2005

FINRA

Current Firm

ABUNDANT WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ABUNDANT WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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