Jacob Adams
Monetary Solutions · Dayton, Ohio
Jacob Adams is a fee-only financial advisor at Monetary Solutions in Dayton, Ohio. Monetary Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Monetary Solutions |
|---|---|
| Based in | Dayton, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $139.7M across 278 accounts |
| SEC registration | Investment adviser representative in OH · CRD 7904434 |
| Exams passed | Series 65 (2026) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Jacob's firm compares
- Monetary Solutions's average account is about $502,000, from its Form ADV (assets managed divided by 278 accounts).
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Questions about Jacob
Is Jacob Adams a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Monetary Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jacob charge for financial advice?
Jacob's firm, Monetary Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jacob Adams based?
Jacob Adams is based in Dayton, Ohio.
Is Jacob Adams registered with the SEC?
Yes. Jacob Adams is registered as an investment adviser representative in OH (CRD 7904434), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Monetary Solutions manage?
Monetary Solutions reports $139.7M across 278 accounts in assets under management.
How do I contact Jacob Adams?
Contact details aren't on file yet. Search for Monetary Solutions.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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