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Rebekah Adams

Member at Perspective Wealth Partners in Boise, ID

Investment adviser registrationUpdated

Rebekah Adams holds the title Member at Perspective Wealth Partners, LLC, an investment adviser managing $844M, and works from its Boise, ID office. Rebekah Adams has been registered as an investment adviser representative through Perspective Wealth Partners since 28 July 2022, has 4 years in the industry across 2 firms and has passed the Series 65.

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

From the IAPD record, checked 22 October 2026SEC record

Career

Rebekah Adams has held the title Member at Perspective Wealth Partners since January 2026, is not listed as a control person, but directly owns between 5% and 10% of the firm.

Perspective Wealth Partners, LLC is a Boise, ID firm with $844M under management, 291 clients and 8 advisers in one office, as of its February 2026 filing.

Rebekah Adams’ longest registration is the current one, 4 years at Perspective Wealth Partners since 2022. Before joining Perspective Wealth Partners in 2022, Rebekah Adams was registered through JGC Wealth Management, LLC.

  1. Perspective Wealth Partners, LLCCurrent
    – present · 4 years
    Boise, ID · Adviser representative · Firm CRD 140330
  2. JGC Wealth Management, LLC
    – · under a year
    Salem, OR · Adviser representative · Firm CRD 165770

Credentials and registrations

Investment adviser representative registrations

Rebekah Adams is registered as an investment adviser representative in Idaho, since July 2022.

  • IdahoSince 28 July 2022

Examinations

Series 6518 November 2021
Name
Uniform Investment Adviser Law Examination

Key facts

CRD
7419249
Firm
Perspective Wealth Partners · CRD 140330
Role
Member
Office
121 N 9TH STREET, SUITE 400, Boise, ID 83702
Registration
Investment adviser registration
In the industry since
November 2021
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Rebekah Adams work?

Rebekah Adams has held the title Member at Perspective Wealth Partners, LLC since January 2026.

Source: Form ADV, Schedule A, filed 20 February 2026

Is Rebekah Adams a financial advisor?

Yes. Rebekah Adams has a current investment-adviser registration in Idaho, through Perspective Wealth Partners since July 2022.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Rebekah Adams have?

Rebekah Adams has 4 years in the financial industry, since November 2021, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Rebekah Adams passed?

Rebekah Adams passed the Series 65 in November 2021.

Source: IAPD individual record, checked 22 October 2026

Where did Rebekah Adams work before Perspective Wealth Partners?

Before Perspective Wealth Partners, Rebekah Adams was registered through JGC Wealth Management, LLC, November 2021 to July 2022.

Source: IAPD individual record, checked 22 October 2026

Where is Rebekah Adams based?

Rebekah Adams’ registered office is in Boise, ID.

Source: IAPD individual record, checked 22 October 2026

Is Rebekah Adams registered with FINRA?

No. Rebekah Adams has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Rebekah Adams’ record?

Search CRD 7419249 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rebekah Adams’ full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Perspective Wealth Partners

Sources

  1. IAPD individual record, CRD 7419249, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Perspective Wealth Partners, LLC, filed 20 February 2026. Title, control and ownership bands.
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