Unclaimed Profile

Jonathon Durst Mcadams

LINSCOMB & WILLIAMS INC·HOUSTON, Texas

SIE, Series 65Clean record18 years registeredLINSCOMB & WILLIAMS INC

1400 POST OAK BLVD, HOUSTON, TX 77056CRD# 4774862Firm CRD# 106779

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathon Durst Mcadams · HOUSTON, TX

Registration

CRD #4774862 · LINSCOMB & WILLIAMS INC · 18 years registered

Brand Profile

Not yet started

Career History

FROST INVESTMENT SERVICES

Mar 2026 – present

BOK FINANCIAL PRIVATE WEALTH, INC.

May 2024 – Dec 2025

DENVER, CO

EXENCIAL WEALTH ADVISORS

Feb 2022 – Apr 2023

Austin, TX

MARINER WEALTH ADVISORS

Sep 2021 – Nov 2021

Austin, TX

ASPIREON WEALTH ADVISORS, LLC

Jul 2019 – Sep 2020

SAN ANTONIO, TX

LINSCOMB & WILLIAMS

Apr 2008 – Jun 2019

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 65

Registration record

First registered · April 18, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LINSCOMB & WILLIAMS INC

CRD 106779 · SEC 801-48855

AUM

$4.3B

Regulatory assets under management

Employees

5,128 client accounts

Services offered by LINSCOMB & WILLIAMS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LINSCOMB & WILLIAMS INC →

Introduction

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Frequently Asked Questions

What services does Jonathon Durst Mcadams offer?

Jonathon Durst Mcadams specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.

What are Jonathon Durst Mcadams's credentials?

Jonathon Durst Mcadams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathon Durst Mcadams located?

Jonathon Durst Mcadams is based in HOUSTON, Texas, working with LINSCOMB & WILLIAMS INC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Jonathon Durst Mcadams charge for services?

Jonathon Durst Mcadams's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LINSCOMB & WILLIAMS INC?

LINSCOMB & WILLIAMS INC has approximately 52 employees and manages $4.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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