Jonathon Mcadow is a registered investment advisor at Adapt Wealth Advisors, LLC, based in Atlanta, GA, with 17 years of industry experience. Jonathon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 463 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Adapt Wealth Advisors charges an annual advisory fee that is agreed upon with each client. The fee is based on a percentage of the value of your portfolio. The maximum fee is 2% per year. The fee is calculated based on the average daily value of your investments and is paid after the end of each month.
Location
6285 Barfield Rd., Suite 250, Atlanta, GA, 30328
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Regulatory History
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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Jonathon is self-employed since 1998 and spends about 10-20% of his time on this activity. He also has an investment-related role with Adapt Holdings LLC, dedicating minimal time to it.
Employment History
Current Registrations
Adapt Wealth Advisors, LLC
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Orion Portfolio Solutions, LLC
Longview Wealth Management
Cambridge Investment Research, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Commonwealth Financial NetworkBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
American Express Financial Advisors, INC.
State Registrations1 state
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.