Jacob Michael Adams

Employer firm

Kingdom Financial Group, LLC CRD 155676

$521M regulatory AUM

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

• 01/2018 → 09/2020
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 06/2017 → 01/2018
  Blue Phoenix Mechanical
  Chandler, AZ
• 08/2015 → 06/2017
  Arizona Sports Medicine Center
  Mesa, AZ
• 08/2017 → 05/2019
  Arizona State University
  Mesa, AZ
• 09/2020 → 11/2025
  Annexus Securities
  Scottsdale, AZ
• 09/2020 → 11/2025
  Annexus
  Scottsdale, AZ
• 12/2025 → Present
  Kingdom Financial Group, Llc
  Peoria, AZ
• 12/2025 → Present
  Fullerton Financial Planning
  Peoria, AZ

Previous Registrations

• 2019-11-18 → 2020-09-22
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

The Adams Agency, not investment-related, 3851 E Main St., Mesa, AZ 85205, Property & Casualty Insurance for mobile homes, homes, auto, and business, Board of Director's Member, 1/2025, 3 Hours per month during trading hours, Sit on the Board of Director's to provide general oversight of the company.

Exams

• S66 Uniform Combined State Law Examination
  2025-12-19
• S63 Uniform Securities Agent State Law Examination
  2018-03-23

Other Names

• Jake Michael Adams
• Jacob Adams