Scott Adams (CRD# 2467543) is an Investment Advisor Representative working at Edward Jones in Port Orange, FL and has over 28 years of experience in the finance industry.
CRD# 728734
Ameriprise Financial Services, LLC
CRD# 2836509
Securities America Advisors, Inc.
CRD# 4822125
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | Port Orange, FL | May 2018 - Current | 5 |
| Indiana Wesleyan University | Marion, IN | Dec 2004 - Current | 19 |
| Cfd Investments, Inc. | Kokomo, IN | Jan 2005 - May 2018 | 13 |
| Creative Financial Designs, Inc. | Kokomo, IN | Jan 2005 - May 2018 | 13 |
| Taylor University | Upland, IN | Aug 2000 - May 2018 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1996 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2005 |
- FL
- TX
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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