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RIA / WealthAdvisor15 years in industry

John Allan Adams

Advisor at ADAMS ADVISORY SERVICES, LLC

IRVING, TX

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Search this name across graphsid dfx:ria:1da372d6-a105-ca74-c2d2-14930c577832

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Mar 14, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ADAMS ADVISORY SERVICES, LLC
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 11, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Mar 11, 2011
First registration: Mar 14, 2011
Dual registered: no
Other names: JOHN ALLAN ADAMS|John Adams|ALLAN ADAMS
IAPD individual key: 5866500

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ADAMS ADVISORY SERVICES, LLC	No RAUM reported	Apr 28, 2026	n/a	yes	IRVING, TX	Current employment
J.P. MORGAN SECURITIES LLC	Wirehouse	May 2, 2023	Mar 4, 2026	no	Irving, TX\|DALLAS, TX	Previous registration
BAKER TILLY WEALTH MANAGEMENT, LLC	Mixed wealth	Jul 7, 2021	Feb 28, 2023	no	Plano, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 24, 2011	Jul 8, 2021	no	DALLAS, TX\|DALLAS, TX	Previous registration
MORGAN STANLEY	Wirehouse	Mar 14, 2011	Sep 7, 2011	no	Dallas, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
J.P. MORGAN SECURITIES LLC	ADAMS ADVISORY SERVICES, LLC	Mar 4, 2026	Apr 28, 2026	55	Firm change	Wirehouse to new firm
BAKER TILLY WEALTH MANAGEMENT, LLC	J.P. MORGAN SECURITIES LLC	Feb 28, 2023	May 2, 2023	63	Firm change	RIA to wirehouse
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	BAKER TILLY WEALTH MANAGEMENT, LLC	Jul 8, 2021	Jul 7, 2021	-1	Firm change	Wirehouse to RIA
MORGAN STANLEY	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Sep 7, 2011	Oct 24, 2011	47	Firm change	Wirehouse to wirehouse

Relationships

Registered with (5)

→ ADAMS ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Apr 28, 2026 to presentfactForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
May 2, 2023 to Mar 4, 2026factForm ADV
→ BAKER TILLY WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 7, 2021 to Feb 28, 2023factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 24, 2011 to Jul 8, 2021factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Mar 14, 2011 to Sep 7, 2011factForm ADV

Dated events

Occurred
Mar 4, 2026
Advisor changed firm
John Allan Adams left J.P. Morgan Securities Llc for Adams Advisory Services, Llc (registered 2026-04-28)
Form ADVobserved 6 days ago
Occurred
Feb 28, 2023
Advisor changed firm
John Allan Adams left Baker Tilly Wealth Management, Llc for J.P. Morgan Securities Llc (registered 2023-05-02)
Form ADVobserved 6 days ago