Jason Dayo Adams

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2015 → 05/2023
  American General Life Insurance
  Houston, TX
• 08/2018 → 12/2023
  Aig Capital Services, Inc.
  Houston, TX
• 05/2023 → 05/2025
  Valic Financial Advisors, Inc.
  Houston, TX
• 08/2025 → 03/2026
  Selah Financial Services
  Friendswood, TX
• 08/2025 → 03/2026
  Commonwealth Financial Network
  Waltham, MA
• 03/2026 → Present
  Commonwealth Financial Network
  Waltham, MA
• 03/2026 → Present
  Selah Financial Services
  Friendswood, TX

Exams

• S66 Uniform Combined State Law Examination
  2026-02-04

Other Names

• Jason Adams
• Jason Dayo Adams