Jose Luis Adame

Employer firm

Settlement Capital Advisors CRD 155250

$88.0M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• PORTFOLIO MANAGEMENT FOR NON-ERISA RETIREMENT ACCOUNTS AND TRUST ACCOUNTS

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

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

Current Employers

Employment History

• 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

• 2023-09-25 → 2025-04-17
  U.S. Bancorp Investments, Inc.
  Gresham, OR
  Portland, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-23
• S63 Uniform Securities Agent State Law Examination
  2022-07-07

Other Names

• Jose Luis Adam