James Adams has been an investment adviser representative at Lighthouse Wealth Management since September 2022, and is not listed among the firm’s executive officers or direct owners. James Adams holds an MBA from the University of North Carolina at Chapel Hill and a BS in Finance and Accounting from Wake Forest University.
Lighthouse Wealth Management, LLC is a Camp Hill, PA firm with $247M under management, 93 clients and 2 advisers across 5 offices, as of its March 2026 filing.
James Adams is Chief Investment Officer at Lighthouse Wealth Management. He has two decades of financial services experience, including nine years working with individual clients at a registered investment advisor and a private trust company. He began his career with two national life insurance companies, and he is the author of the memoir Waffle Street.
James Adams’ longest registration was 4 years at Mighty Oak Strong America Investment Company (2016–2020). Before joining Lighthouse Wealth Management in 2022, James Adams was registered through Advisory Services Network and Mighty Oak Strong America Investment Company.
- – present · 4 yearsCamp Hill, PA · Adviser representative · Firm CRD 307529
- Advisory Services Network– · 1 yearCamp Hill, PA · Adviser representative · Firm CRD 146051
- Mighty Oak Strong America Investment Company– · 4 yearsMechanicsburg, PA · Adviser representative · Firm CRD 123322
Professional designations
Listed by Lighthouse Wealth Management
- CFA
- CFP®
Investment adviser representative registrations
James Adams is registered as an investment adviser representative in Pennsylvania, since September 2022.
- PennsylvaniaSince 2 September 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 12 September 2011 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 29 August 2011 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- James Kenneth Adams
- CRD
- 5971737
- Firm
- Lighthouse Wealth Management · CRD 307529
- Office
- 210 GRANDVIEW AVENUE, Camp Hill, PA 17011
- Registration
- Investment adviser registration
- In the industry since
- June 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lighthousewealth.com
Where does James Adams work?
James Adams is an investment adviser representative registered through Lighthouse Wealth Management, LLC since September 2022, and is not listed among the firm’s executive officers or direct owners.
Is James Adams a financial advisor?
Yes. James Adams has a current investment-adviser registration in Pennsylvania, through Lighthouse Wealth Management since September 2022.
How many years of experience does James Adams have?
James Adams has 10 years in the financial industry, since June 2016, across 3 adviser firms.
What exams has James Adams passed?
James Adams has passed 2 licensing exams: the Series 6 and Series 63. The earliest, the Series 6, was passed in August 2011.
Where did James Adams work before Lighthouse Wealth Management?
Before Lighthouse Wealth Management, James Adams was registered through Advisory Services Network, November 2020 to August 2022; Mighty Oak Strong America Investment Company, June 2016 to November 2020.
Where is James Adams based?
James Adams’ registered office is in Camp Hill, PA.
Is James Adams registered with FINRA?
No. James Adams has no current broker registration.
Is James Adams a CFP?
Lighthouse Wealth Management lists James Adams with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Is James Adams a CFA charterholder?
Lighthouse Wealth Management lists James Adams with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify James Adams’ record?
Search CRD 5971737 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Adams’ full registration record.
