DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

JONATHON DURST MCADAMS

Advisor at FIFTH THIRD SECURITIES, INC.

PFLUGERVILLE, TX | AUSTIN, TX | Austin, TX | WEST LAKE HILLS, TX | CEDAR PARK, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7f85160e-fd52-df3a-f84a-bd76bb763085

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Apr 18, 2008 to Sep 15, 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: FIFTH THIRD SECURITIES, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Apr 17, 2008
First registration: Apr 18, 2008
Dual registered: yes, broker-dealer
Other names: JON D. MCADAMS
IAPD individual key: 4774862

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
FIFTH THIRD SECURITIES, INC.	Bd affiliated wealth	Aug 26, 2026	n/a	yes	PFLUGERVILLE, TX\|Austin, TX\|AUSTIN, TX\|AUSTIN, TX\|AUSTIN, TX\|AUSTIN, TX\|AUSTIN, TX\|AUSTIN, TX\|WEST LAKE HILLS, TX\|CEDAR PARK, TX	Current employment
FROST INVESTMENT SERVICES	Bd affiliated wealth	Mar 24, 2026	Aug 20, 2026	no	AUSTIN, TX\|SAN ANTONIO, TX	Previous registration
BOK FINANCIAL PRIVATE WEALTH, INC.	Independent wealth	May 17, 2024	Dec 22, 2025	no	DENVER, CO	Previous registration
EXENCIAL WEALTH ADVISORS	Former SEC adviser	Feb 11, 2022	Apr 14, 2023	no	OKLAHOMA CITY, OK\|Austin, TX	Previous registration
Mariner	Bd affiliated wealth	Sep 14, 2021	Nov 19, 2021	no	Austin, TX	Previous registration
TPB WEALTH ADVISORS, LLC	Former SEC adviser	Jul 3, 2019	Sep 14, 2020	no	SAN ANTONIO, TX	Previous registration
LINSCOMB WEALTH, INC.	Independent wealth	Apr 18, 2008	Jun 26, 2019	no	HOUSTON, 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
FROST INVESTMENT SERVICES	FIFTH THIRD SECURITIES, INC.	Aug 20, 2026	Aug 26, 2026	6	Firm change	Ibd to ibd
BOK FINANCIAL PRIVATE WEALTH, INC.	FROST INVESTMENT SERVICES	Dec 22, 2025	Mar 24, 2026	92	Firm change	RIA to ibd
EXENCIAL WEALTH ADVISORS	BOK FINANCIAL PRIVATE WEALTH, INC.	Apr 14, 2023	May 17, 2024	399	Firm change	RIA to RIA
Mariner	EXENCIAL WEALTH ADVISORS	Nov 19, 2021	Feb 11, 2022	84	Firm change	Ibd to RIA
TPB WEALTH ADVISORS, LLC	Mariner	Sep 14, 2020	Sep 14, 2021	365	Firm change	RIA to ibd
LINSCOMB WEALTH, INC.	TPB WEALTH ADVISORS, LLC	Jun 26, 2019	Jul 3, 2019	7	Firm change	RIA to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
286129:628:TX:2026-08-07	Aug 20, 2026	Aug 26, 2026	SAN ANTONIO, TX	Firm change

Relationships

Registered with (7)

→ FIFTH THIRD SECURITIES, INC.Registered adviserregistration: current employment
Aug 26, 2026 to presentfactForm ADV
→ FROST INVESTMENT SERVICESRegistered adviserregistration: previous registration
Mar 24, 2026 to Aug 20, 2026factForm ADV
→ BOK FINANCIAL PRIVATE WEALTH, INC.Registered adviserregistration: previous registration
May 17, 2024 to Dec 22, 2025factForm ADV
→ EXENCIAL WEALTH ADVISORSRegistered adviserregistration: previous registration
Feb 11, 2022 to Apr 14, 2023factForm ADV
→ MARINERRegistered adviserregistration: previous registration
Sep 14, 2021 to Nov 19, 2021factForm ADV
→ TPB WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 3, 2019 to Sep 14, 2020factForm ADV
→ LINSCOMB WEALTH, INC.Registered adviserregistration: previous registration
Apr 18, 2008 to Jun 26, 2019factForm ADV

Dated events

Occurred
Aug 20, 2026
Advisor changed firm
Jonathon Durst Mcadams left Frost Investment Services for Fifth Third Securities, Inc. (registered 2026-08-26)
Form ADVobserved 5 days ago
Occurred
Dec 22, 2025
Advisor changed firm
Jonathon Durst Mcadams left Bok Financial Private Wealth, Inc. for Frost Investment Services (registered 2026-03-24)
Form ADVobserved 5 days ago
Occurred
Apr 14, 2023
Advisor changed firm
Jonathon Durst Mcadams left Exencial Wealth Advisors for Bok Financial Private Wealth, Inc. (registered 2024-05-17)
Form ADVobserved 5 days ago