JA
ChFC
JA
ChFC

Jonathan Keith Adams

32 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningInsurance PlanningEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
2,583 clients
Average Client Portfolio
$745K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:None
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Location

200 Spring Street, Suite 120, Herndon, VA, 20170

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jonathan sells life insurance, disability insurance, and fixed annuities, dedicating about 10-20% of his time to this. He also provides investment advisory services through Northwest Financial Advisors LLC, spending nearly full-time on this activity.

Employment History
Current Registrations
Northwest Financial Advisors LLC
April 2014 - Present · 11 yrs 10 mos
Northwest Financial Group LLCBroker
February 2014 - Present · 12 yrs
LPL Financial LLCBroker
April 2007 - Present · 18 yrs 10 mos
Previous Registrations
LPL Financial LLC
April 2021 - April 2021 · 0 mos
LPL Financial LLC
April 2007 - April 2014 · 7 yrs
Park Avenue Securities LLC
December 2000 - May 2007 · 6 yrs 5 mos
Park Avenue Securities LLCBroker
May 1999 - May 2007 · 8 yrs
Guardian Investor Services CorporationBroker
February 1996 - May 1999 · 3 yrs 3 mos
Metlife Securities INC.Broker
July 1993 - December 1995 · 2 yrs 5 mos
Metropolitan Life Insurance CompanyBroker
July 1993 - December 1995 · 2 yrs 5 mos
State Registrations40 states
AKALARAZCACOCTDCDEFLGAHIIAILINKSKYMAMDMEMIMNMONCNHNJNMNVNYOHORPASCTNTXVAVTWAWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.