John Hamilton Adams

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2017 → Present
  John Adams, Llc
  Morrisville, NC
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2009-11-09 → 2010-06-17
  Ameriprise Financial Services, Llc
  Raleigh, NC
  Troy, MI

Other Businesses

1. NAME OF OTHER BUSINESS:ADAMS FINANCIAL ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES ; START DATE: 03/2019 ; POSITION: FINANCIAL ADVISOR / BACKUP DESIGNATED SUPERVISOR ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: PROSPECT, OBTAIN, SERVICE CLIENTS AS FINANCIAL ADVISOR. SUPERVISE BRANCH REGISTERED REPS AS BACKUP DESIGNATED SUPERVISOR ; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FIXED INSURANCE ; START DATE: 02/2019 ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE AND ANNUITIES ; 3.NAME OF OTHER BUSINESS:ADAMS FINANCIAL PARTNERS, INC ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS:LIFE INSURANCE SALES ; START DATE: 03/2019 ; POSITION/TITLE/RELATIONSHIP:INSURANCE AGENT ; APX NUMBER OF HOURS PER WEEK: 0-3 ; APX NUMBER OF HOURS DURING TRADING HOURS: 0-3 ; BRIEF DESCRIPTION OF DUTIES: COMPLETE, PROCESS, AND SERVICE INSURANCE APPLICATIONS AND POLICIES ; 4. HOPE COMMUNITY CHURCH, BUDGET COUNSELOR, VOLUNTEER, 2 HOURS PER WEEK, NO COMPENSATION; 5. NAME OF OTHER BUSINESS: CAROLINA LEGEND; INVESTMENT RELATED: NO; ADDRESS: 1036 DAWSON CREEK RD, MORRISVILLE, NC 27560; NATURE OF BUSINESS: BASKETBALL; START DATE: 01/01/2017; POSITION/TITLE/RELATIONSHIP: BASKETBALL COACH; APX NUMBER OF HOURS PER WEEK: 8 HOURS; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: COORDINATE TRAVEL, TRAIN, AND COACH KIDS ; 6. NAME OF OTHER BUSINESS: JOHN ADAMS, LLC INVESTMENT RELATED: NO ADDRESS: 2044 AVERTON LANE, MORRISVILLE, NC 27560 NATURE OF BUSINESS: LLC START DATE: 1/2017 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: ENTITY SET UP FOR PERSONAL TAX STRATEGY

Exams

• S66 Uniform Combined State Law Examination
  2008-01-26

Designations

• Certified Financial Planner