Jonathan WebbCRD Number: 6212373
Current Firm: Mcadam LLC
Jonathan Webb (CRD# 6212373) is an Investment Advisor Representative working at Mcadam LLC in Vienna, VA and has over 4 years of experience in the finance industry.
David Wealth Management, LLC
Blue Ocean Global Wealth
Palatine Advisors, Inc.
|Purshe Kaplan Sterling Investments||Albany, NY||Oct 2014 - Current||3|
|Mcadam LLC||Philadelphia, PA||Oct 2014 - Current||3|
|Ja Bentley & Co||Chicago, IL||Aug 2014 - Current||3|
|Embry Riddle Aeronautical University||Gig Harbor, WA||Mar 2013 - Current||5|
|Mcadam Financial Group||Tysons Corner, VA||Mar 2014 - Oct 2014||< 1|
|Ing Financial Partners, Inc.||Tysons Corner, VA||Jun 2013 - Oct 2014||1|
|Urs Corporation||Ft. Lewis, WA||Mar 2012 - Mar 2013||1|
|L-3 Vertex Aerospace||Shindand,||Mar 2011 - Mar 2012||1|
|Urs Corporation||Ft. Lewis, WA||Aug 2009 - Mar 2011||1|
|Unemployed||Gig Harbor, WA||Jun 2009 - Aug 2009||< 1|
|Blackwater Usa||Baghdad,||Jul 2006 - Jun 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2013|
Total Assets Under Management251MILLIONS
Total Number of Accounts2,492ACCOUNTS
Average Account Value$100,733
- 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
- Selection of other advisers (including private fund managers)
CA, CT, DC, DE, FL, GA, IL, IN, MA, MD, NC, NH, NJ, NY, PA, RI, TX, VA
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