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professional profile

Jon Adams, CFA

RRIAR Chicago, IL CRD 7523448 Last verified October 2026

Overview

Jon Adams is a registered representative and an investment adviser representative based in Chicago, IL, with 4 years in the industry.

Years in the industry
4
States registered
1
Exams passed
4
Current firms
2

Contact

1 business email and 1 phone number on file

Registrations and licenses

  • Registered in 1 state
  • Series 31
  • Series 63
  • Series 7TO
  • SIE

Every state, with registration and license dates

Firms

Employment history since 2022

Book and practice

Firm assets under management on file

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