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

Jonathon Durst Mcadams

Fifth Third Securities, Inc.BD affiliatedPflugerville, Tx dual registrantIAPD 4774862

Feed of 09/15/2026

Also filed as Jon D. Mcadams

At current firm

0 y

since Aug 26, 2026

In the industry

26 y

since Mar 1, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Fifth Third Securities, Inc. BD affiliated current
since Aug 26, 2026 · Pflugerville, Tx
Frost Investment Services BD affiliated
Mar 24, 2026 to Aug 20, 2026 · Austin, Tx
Bok Financial Private Wealth, Inc. independent RIA
May 17, 2024 to Dec 22, 2025 · Denver, Co
Exencial Wealth Advisors former
Feb 11, 2022 to Apr 14, 2023 · Oklahoma City, Ok
Mariner BD affiliated
Sep 14, 2021 to Nov 19, 2021 · Austin, Tx
Tpb Wealth Advisors, LLC former
Jul 3, 2019 to Sep 14, 2020 · San Antonio, Tx
Linscomb Wealth, Inc. independent RIA
Apr 18, 2008 to Jun 26, 2019 · Houston, Tx

Moves

a registration end followed by a registration begin elsewhere

Frost Investment Services to Fifth Third Securities, Inc.
left Aug 20, 2026, registered Aug 26, 2026 (6 days) · Affiliated broker-dealer or bank to another · moved with a team
Bok Financial Private Wealth, Inc. to Frost Investment Services
left Dec 22, 2025, registered Mar 24, 2026 (92 days) · RIA to affiliated broker-dealer or bank
Exencial Wealth Advisors to Bok Financial Private Wealth, Inc.
left Apr 14, 2023, registered May 17, 2024 (399 days) · RIA to RIA
Mariner to Exencial Wealth Advisors
left Nov 19, 2021, registered Feb 11, 2022 (84 days) · Affiliated broker-dealer or bank to independent RIA
Tpb Wealth Advisors, LLC to Mariner
left Sep 14, 2020, registered Sep 14, 2021 (365 days) · RIA to affiliated broker-dealer or bank
Linscomb Wealth, Inc. to Tpb Wealth Advisors, LLC
left Jun 26, 2019, registered Jul 3, 2019 (7 days) · RIA to RIA

Signals

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

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: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address