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Jeffrey Alan Adema

Cardinal Point Wealth Management

Scottsdale, AZ

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Current Employers
Cardinal Point Wealth Management

3280 Bloor Street West, Centre Tower Suite 500, Toronto, On M8X 2X3 • Canada

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-08-26
TX RA APPROVED 2025-08-14
CA RA APPROVED 2018-07-12
  • WA RA
    APPROVED
    Since 2025-08-26
  • TX RA
    APPROVED
    Since 2025-08-14
  • CA RA
    APPROVED
    Since 2018-07-12

Branch Locations

14000 North Pima Drive Suite 215, Scottsdale, AZ 85260 • 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
OrganizationCityStateFromTo
Personal Llc Phoenix AZ 11/2011 04/2018
Cardinal Point Capital Management, Ulc Vancouver, Bc 05/2018 Present
Cardinal Point Wealth Management Llc Irvine CA 05/2018 11/2021
Cardinal Point Wealth Management Partners, Llc Irvine CA 11/2021 09/2022
Cardinal Point Capital Management, Ulc Vancouver, Bc 01/2025 Present
  • 11/2011 → 04/2018
    Personal Llc
    Phoenix, AZ
  • 05/2018 → Present
    Cardinal Point Capital Management, Ulc
    Vancouver, Bc
  • 05/2018 → 11/2021
    Cardinal Point Wealth Management Llc
    Irvine, CA
  • 11/2021 → 09/2022
    Cardinal Point Wealth Management Partners, Llc
    Irvine, CA
  • 01/2025 → Present
    Cardinal Point Capital Management, Ulc
    Vancouver, Bc
Previous Registrations
  • 2021-12-23 → 2022-10-12
    Cardinal Point Wealth Management
    Irvine, CA
    Phoenix, AZ
  • 2018-05-30 → 2021-11-01
    Cardinal Point Wealth Management, Llc
    Irvine, CA
  • 2012-08-03 → 2018-04-16
    Schwab Wealth Advisory, Inc.
    Phoenix, AZ
    Phoenix, AZ
  • 2010-08-17 → 2012-08-06
    Charles Schwab & Co., Inc.
    Phoenix, AZ
    Phoenix, AZ
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-16
  • S66 Uniform Combined State Law Examination
    2010-08-16
Designations

View on SEC IAPD

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SHAUN ELIZABETH BRACKEN
KENNETH ROY BLACKBURN
MARC ALAN NORMANN
Susanne T Gibo
PAUL JOSEPH SEIDMAN
JARON DAVID CARMICHAEL
HUSSEIN ELGOHARY

Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

More in Scottsdale, AZ

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