Adam Pearson Jewett

Current Employers

Abundant Wealth Management Llc

700 Canal Street Serendipity Labs, Stamford, CT 06902 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-07-28

MA RA
APPROVED

Since 2025-07-28

Branch Locations

Marshfield, MA • United States

700 Canal Street Serendipity Labs, Stamford, CT 06902 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
The Smith Companies/Capitas Fin'l	Boston	MA	12/2009	Present
The Leaders Group, Inc.	Littleton	CO	07/2010	Present

12/2009 → Present

The Smith Companies/Capitas Fin'l

Boston, MA
07/2010 → Present

The Leaders Group, Inc.

Littleton, CO

Previous Registrations

2023-07-14 → 2025-07-23

Tlg Advisors, Inc.

Boston, MA

Summit, NJ

Other Businesses

1.) THE SMITH COMPANIES/CAPITAS FIN'L - 12/1/2009 - 225 Friend Street, Suite 600 Boston, MA 02114 - Sales Vice President, point of sale support for financial advisors in making insurance recommendations for their clients, ins bsn, Not Invt Rel, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 6/27/2023 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours).

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-12-05

S66 Uniform Combined State Law Examination

2005-12-05

Designations

View on SEC IAPD