Rebekah Adams

PERSPECTIVE WEALTH PARTNERS

BOISE, ID 83702

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CRD#: 7419249

Professional summary

Rebekah Adams, who also goes by Becky Adams, Becky May, Rebekah May, is a registered financial advisor currently at PERSPECTIVE WEALTH PARTNERS, LLC located in Boise, Idaho.

Rebekah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Rebekah has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Becky Adams | Becky May | Rebekah May

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.

Johnson, Glaze & Co., PC Non-investment related 3085 River Road N Salem, OR 97303 CPA Firm Staff Accountant 05/06/2019 100 hours/ month Preparing tax returns, performing bookkeeping services and communicating with clients

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rebekah 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

July 28, 2022 - Present

PERSPECTIVE WEALTH PARTNERS, LLC

Office #1: 121 N 9th Street Suite 400, Boise, ID 83702

RIA

CRD#: 140330

BOISE, ID

Past

November 18, 2021 - July 14, 2022

JGC TAX & WEALTH MANAGEMENT

RIA

CRD#: 165770

SALEM, OR

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".

PERSPECTIVE WEALTH PARTNERS, LLC

CRD#: 140330 / SEC#: 801-79178

RIA

Registered Investment Advisory firm - (2/12/2014 Approved)

California

Registered Investment Advisory firm - (3/23/2014 Terminated)

Idaho

Registered Investment Advisory firm - (2/21/2014 Terminated)

Oregon

Registered Investment Advisory firm - (3/5/2014 Terminated)

Washington

Registered Investment Advisory firm - (2/21/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Idaho
(7/28/2022)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/18/2021

Uniform Investment Adviser Law Examination

Current Firm

PERSPECTIVE WEALTH PARTNERS, LLC

CRD#: 140330 / SEC#: 801-79178

RIA

Registered Investment Advisory firm - (2/12/2014 Approved)

California

Registered Investment Advisory firm - (3/23/2014 Terminated)

Idaho

Registered Investment Advisory firm - (2/21/2014 Terminated)

Oregon

Registered Investment Advisory firm - (3/5/2014 Terminated)

Washington

Registered Investment Advisory firm - (2/21/2014 Terminated)

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Contact information

Main Address

121 N 9th Street Suite 400, Boise, ID 83702

Mailing Address

Phone number

(208) 429-0960

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

PERSPECTIVE WEALTH PARTNERS ADV PART 2A 05.12.2025 (5/12/2025)

Regulatory assets under management

Total Number of Accounts	264
AUM (Assets Under Management)	$ 707,341,471

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/22/2025	Cover Page	Report
01/22/2025	Cover Page	Report
02/20/2024	Cover Page	Report
06/15/2023	Cover Page	Report
12/20/2022	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.

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Rebekah Adams

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rebekah Adams's CRS (Customer Relationship Summary).

Certified licenses

Experience

PERSPECTIVE WEALTH PARTNERS, LLC

JGC TAX & WEALTH MANAGEMENT

Primary Firm SEC Registration

PERSPECTIVE WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/18/2021

Current Firm

PERSPECTIVE WEALTH PARTNERS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PERSPECTIVE WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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