Jonathan McAdamsCRD Number: 2515543
Current Firm: Foster Victor Wealth Advisors
Jonathan McAdams (CRD# 2515543) is an Investment Advisor Representative working at Foster Victor Wealth Advisors in Greenville, SC and has over 28 years of experience in the finance industry.
Apex Capital Management LLC
|Foster Victor Wealth Advisors, LLC||Greenville, SC||Jul 2021 - Current||1|
|Wcm Global Wealth||Greenville, SC||Sep 2015 - Jul 2021||5|
|Unemployed/private Investor||Franklin, TN||Sep 2014 - Sep 2015||1|
|Southeastern Financial Services, LLC||Franklin, TN||Sep 2008 - Sep 2014||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1994|
|S65||NASAA Investment Advisors Law Examination||Sep 2008|
Total Assets Under Management1,243MILLIONS
Total Number of Accounts4,652ACCOUNTS
Average Account Value$267,239
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AZ, DC, FL, GA, KY, LA, MD, MI, MO, NC, NY, OH, PA, SC, TN, TX, VA
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