Jonathon McAdow has been an investment adviser representative at Adapt Wealth Advisors since February 2024, and is not listed among the firm’s executive officers or direct owners. Jonathon McAdow studied at Furman University.
Adapt Wealth Advisors, LLC is an Atlanta, GA firm with $469M under management, 463 clients and 10 advisers across 3 offices, as of its September 2026 filing.
Jonathon McAdow is Wealth Advisor at Adapt Wealth Advisors, based in Atlanta, Georgia. He has 20 years of experience across several roles in financial planning and wealth management. He began his career in 2004 as an advisor at American Express Financial Advisors, after several years as a freelance musician and educator, and has since worked in compliance, client service and at a Fintech startup that was later acquired.
Jonathon McAdow’s longest registration was 5 years at Ameriprise Financial Services, Inc. (2011–2017). Before joining Adapt Wealth Advisors in 2024, Jonathon McAdow was registered through Ameriprise Financial Services, LLC and Orion Portfolio Solutions, LLC.
- Adapt Wealth Advisors, LLCCurrent– present · 2 yearsAtlanta, GA · Adviser representative · Firm CRD 329448
- Ameriprise Financial Services, LLC– · 1 yearAtlanta, GA · Adviser representative · Firm CRD 6363
- Orion Portfolio Solutions, LLC– · under a yearDecatur, GA · Adviser representative · Firm CRD 125446
- Longview Wealth Management– · 2 yearsAtlanta, GA · Adviser representative · Firm CRD 136214
- Ameriprise Financial Services, Inc.– · 5 yearsAtlanta, GA · Adviser representative · Firm CRD 6363
- Ameriprise Financial Services, Inc.– · 2 yearsAtlanta, GA · Adviser representative · Firm CRD 6363
- American Express Financial Advisors, Inc.– · 1 yearAlpharetta, GA · Adviser representative · Firm CRD 6363
Professional designations
Listed by Adapt Wealth Advisors
- Accredited Portfolio Management Advisor (APMA®)
Investment adviser representative registrations
Jonathon McAdow is registered as an investment adviser representative in Georgia, since February 2024.
- GeorgiaSince 15 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 19 May 2011 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 12 January 2007 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 22 December 2006 |
| Series 24 | General Securities Principal Examination | 5 July 2006 |
| Series 7 | General Securities Representative Examination | 7 May 2004 |
| Series 66 | Uniform Combined State Law Examination | 25 March 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Jonathon Richard McAdow
- CRD
- 4764111
- Firm
- Adapt Wealth Advisors · CRD 329448
- Office
- 6285 BARFIELD RD., SUITE 250, Atlanta, GA 30328
- Registration
- Investment adviser registration
- In the industry since
- March 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- adaptwealthadvisors.com
Where does Jonathon McAdow work?
Jonathon McAdow is an investment adviser representative registered through Adapt Wealth Advisors, LLC since February 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jonathon McAdow a financial advisor?
Yes. Jonathon McAdow has a current investment-adviser registration in Georgia, through Adapt Wealth Advisors since February 2024.
How many years of experience does Jonathon McAdow have?
Jonathon McAdow has 18 years in the financial industry, since March 2008, across 4 adviser firms.
What exams has Jonathon McAdow passed?
Jonathon McAdow has passed 6 licensing exams: the Series 66, Series 7, Series 24, Series 9, Series 10 and Series 65. The earliest, the Series 66, was passed in March 2004. FINRA credited Jonathon McAdow with the SIE, which began in October 2018.
Where did Jonathon McAdow work before Adapt Wealth Advisors?
Before Adapt Wealth Advisors, Jonathon McAdow was registered through Orion Portfolio Solutions, LLC, May 2021 to April 2022; Longview Wealth Management, June 2017 to September 2019; Ameriprise Financial Services, Inc., May 2011 to April 2017; Ameriprise Financial Services, Inc., June 2006 to October 2008; American Express Financial Advisors, Inc., May 2004 to July 2005.
Where is Jonathon McAdow based?
Jonathon McAdow’s registered office is in Atlanta, GA.
Is Jonathon McAdow registered with FINRA?
No. Jonathon McAdow has no current broker registration.
How can I verify Jonathon McAdow’s record?
Search CRD 4764111 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathon McAdow’s full registration record.
Jake BryantMember, Manager and Chief Executive Officer- Donnie RobinsonChief Operating Officer
- Roseann HigginsChief Compliance Officer