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Adam Charles Jones

Certified Advisory Corp

Altamonte Springs, FL

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Current Employers
Certified Advisory Corp

1111 Douglas Avenue, Altamonte Springs, FL 32714-2033 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-13
FL RA APPROVED 2017-01-27
  • TX RA
    APPROVED
    Since 2026-01-13
  • FL RA
    APPROVED
    Since 2017-01-27

Branch Locations

1111 Douglas Avenue, Altamonte Springs, FL 32714-2033 • 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
Transam Securities, Inc. Altamonte Springs FL 06/2013 07/2021
Summerlin Financial Advisors, Inc. Gainesville FL 05/2013 12/2025
University Athletic Association Gainesville FL 10/2010 12/2025
Maitland Securities, Inc. Altamonte Springs FL 07/2013 12/2016
Suwannee Officials Association Gainesville FL 07/2015 07/2018
Pinnacle Insurance & Financial Services Jacksonville FL 12/2013 Present
Certified Advisory Corp Altamonte Springs FL 01/2017 Present
Suwannee Officials Association Gainesville FL 07/2018 08/2019
Fortune Financial Services Monaca PA 03/2021 Present
Certified Financial Group Altamonte Springs FL 04/2025 Present
  • 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
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-01-16
S65 Uniform Investment Adviser Law Examination 2016-05-11
  • S63 Uniform Securities Agent State Law Examination
    2026-01-16
  • S65 Uniform Investment Adviser Law Examination
    2016-05-11
Designations
Other Names
  • Adam Jones

View on SEC IAPD

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Other Offices

SYNERGY INVESTMENT MANAGEMENT LLC · ALTAMONTE SPRINGS, FL
LPL FINANCIAL LLC · ALTAMONTE SPRINGS, FL
AMERITAS ADVISORY SERVICES, LLC · ALTAMONTE SPG, FL
AMERITAS ADVISORY SERVICES, LLC · Altamonte Springs, FL
AMERITAS ADVISORY SERVICES, LLC · ALTAMONTE SPG, FL
401K GENERATION · ALTAMONTE SPRINGS,, FL
CETERA INVESTMENT ADVISERS LLC · ALTAMONTE SPRINGS, FL
PFS INVESTMENTS INC. · ALTAMONTE SPRINGS, FL

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