Matthew Taylor Adams

Current Employers

Employment History

• 05/2012 → Present
  Jones & Roth, Pc
  Eugene, OR
• 05/2012 → 10/2019
  1St Global Capital Corp
  Eugene, OR
• 05/2012 → 10/2019
  1St Global Advisors Inc
  Eugene, OR
• 05/2012 → 09/2025
  Avantax Insurance Services, Inc.
  Eugene, OR
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Eugene, OR
• 10/2019 → 09/2025
  Avantax Advisory Services
  Eugene, OR
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Bend, OR
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Eugene, OR
  Bend, OR
• 2012-05-16 → 2019-10-25
  1St Global Advisors Inc
  Eugene, OR
• 2006-07-17 → 2009-05-22
  Usa Wealth Management Llc
  Grand Rapids, MI
• 2005-02-23 → 2005-12-31
  Tower Square Securities, Inc.
  San Diego, CA
• 2004-02-26 → 2005-02-17
  Capital Resource Management, Inc.
  Escondido, CA

Other Businesses

1) OREGON DENTAL CPAS POSITION: FINANCIAL ADVISOR NATURE: CPA & CONSULTING SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 03/20/2014 ADDRESS: Eugene OR 97401, United States DESCRIPTION: Financial Advisor 2) DBA OF JONES & ROTH, LLC POSITION: OWNER/DIRECTOR NATURE: Deliver the same service and products as we currently do with all wealth management clients. This is a DBA to market to a specific group of prospective clients; Dentists. INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 04/03/2014 ADDRESS: Eugene OR 97401, United States DESCRIPTION: DELIVER THE SAME SERVICE AND PRODUCTS AS WE CURRENTLY DO WITH ALL WEALTH DBA TO MARKET TO A SPECIFIC GROUP OF PROSPECTIVE CLIENTS; DENTISTS;FINANCIAL ADVISOR; 4/3/2014; HOURS/MO-8; TRADING HOURS-1;I AM ONE OF TWO FINANCIAL ADVISORS WORKING WITH THE NICHE GROUP TO SUPPORT MARKETING AND SERVICE NEEDS FOR WEALTH MANAGEMENT OPPORTUNITIES 3) JONES & ROTH FINANCIAL ADVISORS, LLC POSITION: OWNER /DIRECTOR NATURE: SERVICE COMPANY TO JONES & ROTH CPA WEALTH MANAGEMENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 01/01/2015 ADDRESS: , Eugene OR 97401, United States DESCRIPTION: BMS Financial Advisor 4) PLATO'S CLOSET FRANCHISE POSITION: Owner with wife NATURE: Clothing re-sale. Targeting teens and young adults. Operate under a franchise agreement with Winmark Corporation as a Plato's Closet INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2025 ADDRESS: 3317 Southview Dr, Eugene OR 97405, United States DESCRIPTION: My wife will be the operator of the store. I am on the agreement because they require both spouses.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-10-24
• S63 Uniform Securities Agent State Law Examination
  1999-04-16

Designations

Other Names

• Matthew Adams
• Matthew Taylor Adams
• Matthew Adams
• Matt Adams