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ChFC
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ChFC

Jonathan Adams

Northwest Financial Advisors LLC
33 Years of Experience
Herndon, VA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jonathan Adams is a ChFC-designated registered investment advisor at Northwest Financial Advisors LLC, based in Herndon, VA, with 33 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,915 clients with $1.2B in assets under management.

Northwest Financial Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,915 clients
Average Client Portfolio
$650K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual advisory fee is up to 2.00% for standard programs and up to 1.00% advisory fee plus 0.35% program fee for Guided Wealth Portfolios. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

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 · 12 yrs 6 mos
Northwest Financial Group LLCBroker
February 2014 - Present · 12 yrs 8 mos
LPL Financial LLCBroker
April 2007 - Present · 19 yrs 6 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

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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