Jonathan McAdams, financial advisor Greenville SC

Jonathan McAdams

CRD 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 29 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Foster Victor Wealth Advisors, LLC Greenville, SC Jan 2022 - Current 2
Foster Victor Wealth Advisors, LLC Greenville, SC Jul 2021 - Jan 2022 < 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
Contact Info for Jonathan H. McAdams
Phone Number: (864) 720-2000
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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