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.
Jacob Michael Adams
- Title
- Lead Advisor Viewreportedfullertonfp.comfirm site, Sep 15, 2026
- Designations
- MBAreportedfullertonfp.comas printed on the bio page, Sep 16, 2026
- Professional profile
- fullertonfp.com/team/jacob-adamsreportedfullertonfp.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Kingdom Financial Group, LLC independent RIA currentsince Jan 6, 2026 · Peoria, Az
- Vanguard Advisers, Inc. BD affiliatedNov 18, 2019 to Sep 22, 2020 · Scottsdale, Az
- Vanguard Advisers, Inc. to Kingdom Financial Group, LLCleft Sep 22, 2020, registered Jan 6, 2026 (1932 days) · Affiliated broker-dealer or bank to independent RIA
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address