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John Allan Adams

Adams Advisory Services, LLC

Irving, TX

CRD 5866500

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Employer firm

Adams Advisory Services, LLC CRD 341683

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Adams Advisory Services, Llc

Irving, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-28
  • TX RA
    APPROVED
    Since 2026-04-28

Branch Locations

Irving, TX • 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
Merrill Lynch Irving TX 10/2011 07/2021
Baker Tilly Wealth Management, Llc Dallas TX 07/2021 02/2023
Baker Tilly Us, Llp Dallas TX 07/2021 03/2023
J.P. Morgan Securities Llc Dallas TX 05/2023 02/2026
Jpmorgan Chase Bank, N.A. Dallas TX 05/2023 02/2026
Adams Advisory Services, Llc Irving TX 04/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-03-11
  • S66 Uniform Combined State Law Examination
    2011-03-11
Other Names
  • John Allan Adams
  • John Adams
  • Allan Adams

View on SEC IAPD

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