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Jose Luis Adame

Settlement Capital Advisors

Bryn Mawr, CA

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Current Employers
Settlement Capital Advisors

1800 Blankenship Rd. Ste. 160, West Linn, OR 97068 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-23
OR RA APPROVED 2025-05-01
  • CA RA
    APPROVED
    Since 2026-07-23
  • OR RA
    APPROVED
    Since 2025-05-01

Branch Locations

Bryn Mawr, CA • 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
Key Bank Albany OR 05/2022 06/2023
Jp Morgan And Chase Milwaukie OR 02/2021 04/2022
America First Credit Union South Salt Lake UT 08/2020 02/2021
The Shop Barber And Beauty Salt Lake City UT 12/2019 06/2021
University Of Providence Great Falls MT 08/2018 12/2019
Utah State University Eastern Price UT 08/2016 08/2018
Key Investment Services Albany OR 05/2022 06/2023
U.S. Bancorp Investments, Inc. Gresham OR 07/2023 04/2025
Settlement Capital Advisors Llc Bryn Mawr CA 04/2025 Present
  • 05/2022 → 06/2023
    Key Bank
    Albany, OR
  • 02/2021 → 04/2022
    Jp Morgan And Chase
    Milwaukie, OR
  • 08/2020 → 02/2021
    America First Credit Union
    South Salt Lake, UT
  • 12/2019 → 06/2021
    The Shop Barber And Beauty
    Salt Lake City, UT
  • 08/2018 → 12/2019
    University Of Providence
    Great Falls, MT
  • 08/2016 → 08/2018
    Utah State University Eastern
    Price, UT
  • 05/2022 → 06/2023
    Key Investment Services
    Albany, OR
  • 07/2023 → 04/2025
    U.S. Bancorp Investments, Inc.
    Gresham, OR
  • 04/2025 → Present
    Settlement Capital Advisors Llc
    Bryn Mawr, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-23
S63 Uniform Securities Agent State Law Examination 2022-07-07
  • S65 Uniform Investment Adviser Law Examination
    2023-09-23
  • S63 Uniform Securities Agent State Law Examination
    2022-07-07
Other Names
  • Jose Luis Adam

View on SEC IAPD

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