Adam Jones is a CFP-designated registered investment advisor, based in Altamonte Springs, FL, with 12 years of industry experience.
Location
1111 Douglas Avenue, Altamonte Springs, FL, 32714-2033
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adam works as an office manager for Summerlin Financial Advisors, Inc., dedicating nearly full-time hours. He also works at Pinnacle Insurance & Financial Services for about 10-20% of his time, and in sales/customer service for the University Athletic Association for a few hours per week. Adam is also an IAR with Certified Advisory Group since 2017.
Employment History
Current Registrations
Fortune Financial Services, INC.Broker
Certified Advisory CORP
Previous Registrations
Maitland Securities, INC.Broker
Transam Securities, INC.Broker
State Registrations11 states
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