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Adam Jewett

Investment adviser representative at Abundant Wealth Management in Marshfield, MA

Investment adviser and broker registrationsUpdated

Adam Jewett is an investment adviser representative at Abundant Wealth Management LLC, an investment adviser managing $244M, and works from its Marshfield, MA office. Adam Jewett has been registered through Abundant Wealth Management since 28 July 2025, has 19 years in the industry across 2 firms and has passed the Series 7 and Series 66.

19
Years in industry
1
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Adam Jewett has been an investment adviser representative at Abundant Wealth Management since July 2025, and is not listed among the firm’s executive officers or direct owners.

Abundant Wealth Management LLC is a Stamford, CT firm with $244M under management, 187 clients and 3 advisers in one office, as of its April 2026 filing.

Adam Jewett’s longest registration was 2 years at TLG Advisors, Inc. (2023–2025). Before joining Abundant Wealth Management in 2025, Adam Jewett was registered through TLG Advisors, Inc.

  1. – present · 1 year
    Marshfield, MA · Adviser representative · Firm CRD 331285
  2. TLG Advisors, Inc.
    – · 2 years
    Boston, MA · Adviser representative · Firm CRD 111052

Credentials and registrations

Investment adviser representative registrations

Adam Jewett is registered as an investment adviser representative in Massachusetts, since July 2025.

  • MassachusettsSince 28 July 2025

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 665 December 2005
Name
Uniform Combined State Law Examination
Series 73 October 2005
Name
General Securities Representative Examination

Key facts

Full name
Adam Pearson Jewett
CRD
5011832
Firm
Abundant Wealth Management · CRD 331285
Office
Marshfield, MA
Registration
Investment adviser and broker registrations
In the industry since
January 2007
Disciplinary history
Not yet shown here · SEC record · BrokerCheck

Common questions

Where does Adam Jewett work?

Adam Jewett is an investment adviser representative registered through Abundant Wealth Management LLC since July 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Adam Jewett a financial advisor?

Yes. Adam Jewett has a current investment-adviser registration in Massachusetts, through Abundant Wealth Management since July 2025.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Adam Jewett have?

Adam Jewett has 19 years in the financial industry, since January 2007, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Adam Jewett passed?

Adam Jewett has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2005. FINRA credited Adam Jewett with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Where did Adam Jewett work before Abundant Wealth Management?

Before Abundant Wealth Management, Adam Jewett was registered through TLG Advisors, Inc., July 2023 to July 2025.

Source: IAPD individual record, checked 22 October 2026

Where is Adam Jewett based?

Adam Jewett’s registered office is in Marshfield, MA.

Source: IAPD individual record, checked 22 October 2026

Is Adam Jewett registered with FINRA?

Yes. Adam Jewett has a current broker registration, under CRD 5011832.

Source: FINRA BrokerCheck

How can I verify Adam Jewett’s record?

Search CRD 5011832 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Adam Jewett’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Abundant Wealth Management

Sources

  1. IAPD individual record, CRD 5011832, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Abundant Wealth Management LLC, filed 23 April 2026. Executive officers and direct owners; this person is not among them.