Adam L Wade

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → 02/2017
  Western Wealth Management, Llc
  Colorado Springs, CO
• 05/2014 → Present
  Integrated Financial Wellness, Llc
  Colorado Springs, CO
• 06/2016 → 02/2017
  Western Wealth Management Llc
  Colorado Springs, CO
• 02/2017 → 03/2022
  Nova Financial Services
  Colorado Springs, CO
• 03/2022 → Present
  J.W. Cole Advisors, Llc
  Tampa, FL

Previous Registrations

• 2017-02-01 → 2022-04-29
  Nova Financial Services
  Colorado Springs, CO
  Tucson, AZ
• 2016-06-22 → 2017-02-09
  Western Wealth Management Llc
  Colorado Springs, CO
  Colorado Springs, CO
  Colorado Springs, CO
  Colorado Springs, CO
• 2014-06-02 → 2016-06-22
  Western Wealth Management Llc
  Colorado Springs, CO
• 2011-06-03 → 2014-06-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Colorado Springs, CO
• 2007-06-07 → 2011-06-07
  Edward Jones
  St Louis, MO
  Colorado Springs, CO

Other Businesses

(1) Adam L. Wade dba Integrated Financial Wellness, LLC; Investment Related; 219 West Colorado Avenue, Suite 306, Colorado Springs CO 80903; Investment services, Financial Planning & Insurance; Owner & Financial Advisor; Financial Advisor for RIA only business. Life, LTC and fixed insurance business; Start 5/31/2014; 40 hrs./mo. during trading. (2) Wade Property Enterprise, LLC; 13045 Rockbridge Cir, Colorado Springs, CO 80921; Non Investment related; Managing Member; The LLC will hold a commercial condo property being purchased 2/23/23, the LLC will account for all business related to the property and provide personal legal and asset protection from personal and other business interests. Start 12/11/23; 5 hours/month during trading. (3) Trestle Office Condominiums; not investment related; 219 W. Colorado Ave, Colorado Springs, CO 80903; Board Position - Vice President; Start 10/10/24; 0 hours during trading.

Exams

• S66 Uniform Combined State Law Examination
  2007-06-05
• S63 Uniform Securities Agent State Law Examination
  2006-06-23

Designations

• Certified Financial Planner

Other Names

• Adam Lucas Wade