Jacob Adams has been an investment adviser representative at Monetary Solutions since July 2026, and is not listed among the firm’s executive officers or direct owners.
Monetary Solutions, LTD. is a Dayton, OH firm with $140M under management, 125 clients and 2 advisers in one office, as of its August 2026 filing.
- Monetary Solutions, LTD.Current– present · under a yearDayton, OH · Adviser representative · Firm CRD 121217
Investment adviser representative registrations
Jacob Adams is registered as an investment adviser representative in Ohio, since July 2026.
- OhioSince 8 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 June 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jacob R Adams
- CRD
- 7904434
- Firm
- Monetary Solutions · CRD 121217
- Office
- 3066 KETTERING BLVD, Dayton, OH 45439
- Registration
- Investment adviser registration
- In the industry since
- July 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Jacob Adams work?
Jacob Adams is an investment adviser representative registered through Monetary Solutions, LTD. since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Adams a financial advisor?
Yes. Jacob Adams has a current investment-adviser registration in Ohio, through Monetary Solutions since July 2026.
How many years of experience does Jacob Adams have?
Jacob Adams has 0 years in the financial industry, since July 2026, across 1 adviser firm.
What exams has Jacob Adams passed?
Jacob Adams passed the Series 65 in June 2026.
Where is Jacob Adams based?
Jacob Adams’ registered office is in Dayton, OH.
Is Jacob Adams registered with FINRA?
No. Jacob Adams has no current broker registration.
How can I verify Jacob Adams’ record?
Search CRD 7904434 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Adams’ full registration record.