Jonathan Adams
Jonathan Adams is a ChFC-designated registered investment advisor at Northwest Financial Advisors LLC, based in Herndon, VA, with 32 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,583 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NWFA offers several investment management programs, including Strategic Wealth Management (SWM), Optimum Market Portfolios (OMP), Model Wealth Portfolios (MWP), Manager Access Select, and Guided Wealth Portfolios (GWP). The fees for SWM, MWP, OMP and Manager Access Select are negotiable, with a maximum annual advisory fee of 2.00%. GWP clients pay an LPL program fee of 0.35% and an NWFA advisory fee of up to 1.00%. GWP accounts under $10,000 also incur a $20 annual small account fee payable to LPL. Fees are charged quarterly in advance.
Location
200 Spring Street, Suite 120, Herndon, VA, 20170
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan sells life insurance, disability insurance, and fixed annuities, dedicating about 10-20% of his time to this. He also provides investment advisory services through Northwest Financial Advisors LLC, spending nearly full-time on this activity.
Employment History
Current Registrations
Northwest Financial Advisors LLC
Northwest Financial Group LLCBroker
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations40 states
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