DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jason Lynn Adams
Feed of 09/14/2026
At current firm
5 y
since Apr 16, 2021
In the industry
22 y
since Apr 28, 2004 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Steward Partners Investment Advisory, LLC BD affiliated currentsince Apr 16, 2021 · Shreveport, La
- Morgan Stanley wirehouseJun 1, 2009 to May 11, 2021 · Shreveport, La
- Morgan Stanley & Co. LLC unclassifiedMar 27, 2009 to Jun 1, 2009 · Shreveport, La
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJul 13, 2005 to Mar 31, 2009 · Shreveport, La
- A. G. Edwards & Sons, Inc. unclassifiedApr 29, 2004 to Jun 2, 2005 · Nacogdoches, Tx
Moves
a registration end followed by a registration begin elsewhere
- Morgan Stanley to Steward Partners Investment Advisory, LLCleft May 11, 2021, registered Apr 16, 2021 (-25 days) · Wirehouse to independent RIA · moved with a team
- Morgan Stanley & Co. LLC to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Morgan Stanley & Co. LLCleft Mar 31, 2009, registered Mar 27, 2009 (-4 days) · Other
- A. G. Edwards & Sons, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Jun 2, 2005, registered Jul 13, 2005 (41 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address