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Jacob Adams

Investment adviser representative at Kingdom Financial Group in Peoria, AZ

Investment adviser registrationUpdated

Jacob Adams is an investment adviser representative at Kingdom Financial Group, LLC, an investment adviser managing $521M, and works from its Peoria, AZ office. Jacob Adams has been registered through Kingdom Financial Group since 6 January 2026, has 4 years in the industry across 2 firms and has passed the Series 7, Series 63 and Series 66.

4
Years in industry
0
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Jacob Adams has been an investment adviser representative at Kingdom Financial Group since January 2026, and is not listed among the firm’s executive officers or direct owners.

Kingdom Financial Group, LLC is a Peoria, AZ firm with $521M under management, 1,810 clients and 17 advisers across 3 offices, as of its March 2026 filing.

Jacob Adams’ longest registration was under a year at Vanguard Advisers, Inc. (2019–2020). Before joining Kingdom Financial Group in 2026, Jacob Adams was registered through Vanguard Advisers, Inc.

  1. – present · under a year
    Peoria, AZ · Adviser representative · Firm CRD 155676
  2. Vanguard Advisers, Inc.
    – · under a year
    Scottsdale, AZ · Adviser representative · Firm CRD 106715

Credentials and registrations

Investment adviser representative registrations

Jacob Adams is registered as an investment adviser representative in Arizona, since January 2026.

  • ArizonaSince 6 January 2026

Examinations

Series 6619 December 2025
Name
Uniform Combined State Law Examination
SIECredited
Name
Securities Industry Essentials Examination
Series 6323 March 2018
Name
Uniform Securities Agent State Law Examination
Series 716 March 2018
Name
General Securities Representative Examination

Key facts

Full name
Jacob Michael Adams
CRD
6903143
Firm
Kingdom Financial Group · CRD 155676
Office
14155 N. 83 AVE #144, Peoria, AZ 85381
Registration
Investment adviser registration
In the industry since
March 2022
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Jacob Adams work?

Jacob Adams is an investment adviser representative registered through Kingdom Financial Group, LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Jacob Adams a financial advisor?

Yes. Jacob Adams has a current investment-adviser registration in Arizona, through Kingdom Financial Group since January 2026.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Jacob Adams have?

Jacob Adams has 4 years in the financial industry, since March 2022, across 2 adviser firms.

Source: IAPD individual record, checked 24 October 2026

What exams has Jacob Adams passed?

Jacob Adams has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in March 2018. FINRA credited Jacob Adams with the SIE, which began in October 2018.

Source: IAPD individual record, checked 24 October 2026

Where did Jacob Adams work before Kingdom Financial Group?

Before Kingdom Financial Group, Jacob Adams was registered through Vanguard Advisers, Inc., November 2019 to September 2020.

Source: IAPD individual record, checked 24 October 2026

Where is Jacob Adams based?

Jacob Adams’ registered office is in Peoria, AZ.

Source: IAPD individual record, checked 24 October 2026

Is Jacob Adams registered with FINRA?

No. Jacob Adams has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Jacob Adams’ record?

Search CRD 6903143 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Adams’ full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Kingdom Financial Group

Sources

  1. IAPD individual record, CRD 6903143, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Kingdom Financial Group, LLC, filed 27 March 2026. Executive officers and direct owners; this person is not among them.