Jonathan
Mcadams
Foster Victor Wealth Advisors
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About this Advisor
Jonathan Mcadams is a chartered financial analyst working in Greenville, South Carolina with 2 years of industry experience. Mcadams currently works for Foster Victor Wealth Advisors. Their career trajectory has included roles at Southeastern Financial Services, LLC, Foster Victor Wealth Advisors, LLC, Unemployed/Private Investor and Wcm Global Wealth. Mcadams has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in South Carolina. Foster Victor Wealth Advisors is a firm that has its headquarters in Greenville, SC. It manages $1 billion in assets across its 4,652 customer accounts, making it one of the bigger firms in the United States by assets under management. Of its 4,652 accounts, 30% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Foster Victor Wealth Advisors performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors largely depend on the financial services provided. However, fees billed by Foster Victor Wealth Advisors most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Foster Victor Wealth Advisors Brokerage Details
$1,243,196,000
30
4,652
$267,239
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jonathan Mcadams Work History
Jonathan has been registered as a financial advisor for 2 years.*
Foster Victor Wealth Advisors, LLC
Wcm Global Wealth
Unemployed/Private Investor
Southeastern Financial Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Mcadams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Foster Victor Wealth Advisors
Greenville, SC
Greenville, SC
Greenville, SC
Greenville, SC
Greenville, SC
Greenville, SC
Greenville, SC
Greenville, SC
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