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JA

John A. Adams

ADAMS ADVISORY SERVICES
IRVING, TX
Some features on this profile are disabled
CRD#: 5866500
JA

Professional summary

John Allan Adams, who also goes by Allan Adams, John Allan Adams, John Adams, is a registered financial advisor currently at ADAMS ADVISORY SERVICES, LLC located in Irving, Texas.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. John has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Allan Adams | John Allan Adams | John Adams

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 John Allan Adams'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

April 28, 2026 - Present

ADAMS ADVISORY SERVICES, LLC

RIA
CRD#: 341683
IRVING, TX
Past

May 3, 2023 - March 4, 2026

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
DALLAS, TX
Past

May 2, 2023 - March 4, 2026

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
DALLAS, TX
Past

July 7, 2021 - February 28, 2023

BAKER TILLY WEALTH MANAGEMENT, LLC

RIA
CRD#: 167811
Plano, TX
Past

October 24, 2011 - July 8, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
DALLAS, TX
Past

October 24, 2011 - July 8, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
DALLAS, TX
Past

March 14, 2011 - September 7, 2011

MORGAN STANLEY

RIA
CRD#: 149777
DALLAS, TX
Past

January 20, 2011 - September 7, 2011

MORGAN STANLEY

BD
CRD#: 149777
DALLAS, TX

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
(4/28/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/11/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/19/2011
General Securities Representative Examination

Current Firm

AA
ADAMS ADVISORY SERVICES, LLC
ADAMS ADVISORY SERVICES, LLC

CRD#: 341683 / SEC#: 801-136034

RIA
Registered Investment Advisory firm - (4/28/2026 120-Day Approval)
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Contact information

Main Address
Irving, TX
Mailing Address
Phone number
(434) 825-3764
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/27/2026)
0

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

ADAMS ADVISORY SERVICES, LLC

CRD#: 341683Irving, TX

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