Adam Charles Jones

Employer firm

Certified Advisory Corp CRD 120990

$3.04B regulatory AUM 61 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2013 → 07/2021
  Transam Securities, Inc.
  Altamonte Springs, FL
• 05/2013 → 12/2025
  Summerlin Financial Advisors, Inc.
  Gainesville, FL
• 10/2010 → 12/2025
  University Athletic Association
  Gainesville, FL
• 07/2013 → 12/2016
  Maitland Securities, Inc.
  Altamonte Springs, FL
• 07/2015 → 07/2018
  Suwannee Officials Association
  Gainesville, FL
• 12/2013 → Present
  Pinnacle Insurance & Financial Services
  Jacksonville, FL
• 01/2017 → Present
  Certified Advisory Corp
  Altamonte Springs, FL
• 07/2018 → 08/2019
  Suwannee Officials Association
  Gainesville, FL
• 03/2021 → Present
  Fortune Financial Services
  Monaca, PA
• 04/2025 → Present
  Certified Financial Group
  Altamonte Springs, FL

Other Businesses

IAR WITH CERTIFIED ADVISORY GROUP SINCE 01/2017

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-01-16
• S65 Uniform Investment Adviser Law Examination
  2016-05-11

Designations

• Certified Financial Planner

Other Names

• Adam Jones