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

Jonathan Adams

Fifth Third Wealth Advisors LLCmixed wealthCincinnati, OhIA-onlyIAPD 5100012

Certified Financial Planner

Feed of 09/14/2026

Also filed as Jonathan Adams

At current firm

2 y

since Jan 16, 2024

In the industry

21 y

since Jun 1, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

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 Wealth Advisors LLC mixed wealth current
since Jan 16, 2024 · Cincinnati, Oh
Mainstreet Advisors other
Sep 6, 2023 to Mar 14, 2024 · Cincinnati, Oh
Fifth Third Securities, Inc. BD affiliated
May 13, 2020 to Aug 29, 2023 · Cincinnati, Oh
Fidelity Personal And Workplace Advisors former
Jul 13, 2018 to Apr 7, 2020 · Boston, Ma
Strategic Advisers LLC national BD
Nov 1, 2007 to Jul 13, 2018 · Covington, Ky

Moves

a registration end followed by a registration begin elsewhere

Mainstreet Advisors to Fifth Third Wealth Advisors LLC
left Mar 14, 2024, registered Jan 16, 2024 (-58 days) · Other · moved with a team
Fifth Third Securities, Inc. to Mainstreet Advisors
left Aug 29, 2023, registered Sep 6, 2023 (8 days) · Affiliated broker-dealer or bank to independent RIA
Fidelity Personal And Workplace Advisors to Fifth Third Securities, Inc.
left Apr 7, 2020, registered May 13, 2020 (36 days) · Affiliated broker-dealer or bank to another
Strategic Advisers LLC to Fidelity Personal And Workplace Advisors
left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move

Signals

Jonathan Adams left Mainstreet Advisors for Fifth Third Wealth Advisors Llc (registered 2024-01-16)
Mar 14, 2024 · Advisor changed firm · fact
Jonathan Adams left Fifth Third Securities, Inc. for Mainstreet Advisors (registered 2023-09-06)
Aug 29, 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: Wealth manager with institutional or fund businessderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address