James W. Adams
Professional summary
James W Adams, who also goes by James Willian Adams, is a registered financial advisor currently at ADAMS WEALTH MANAGEMENT located in Amarillo, Texas.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. James has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view James W Adams's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 17, 2016 - Present
ADAMS WEALTH MANAGEMENT
Office #1: 600 S. Tyler St., Suite 2100, Amarillo, TX 79101October 15, 2014 - December 5, 2016
MOMENTUM INDEPENDENT NETWORK INC.
October 15, 2014 - December 5, 2016
MOMENTUM INDEPENDENT NETWORK INC.
February 11, 2011 - October 17, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 13, 2011 - October 17, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/17/2016)
Exams
Current Firm
ADAMS WEALTH MANAGEMENT
CRD#: 285180 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 65 |
| AUM (Assets Under Management) | $ 12,442,811 |
Red Flags
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