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JB

John Barlow Reid IV

Investment Adviser Representative at Mcadam LLC

Denver, COCRD #7631480Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

John Barlow Reid IV is an investment adviser representative with Mcadam LLC in Denver, CO, where they have been registered since 2022, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in Colorado and Texas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Colorado, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/29/2022
SIE
Securities Industry Essentials Examination
Passed 5/9/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Mcadam LLCCurrent
9/12/2022 – Denver, CO

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. The Ritz Carlton
    Mar 2021 – Sep 2022Santa Barbara, CA
  2. McAdam LLC
    Jun 2022 – no end date reportedDenver, CO
  3. University of California Research Institute
    Jan 2022 – Jun 2022Santa Barbara, CA
  4. University of California
    Sep 2020 – Jun 2022Santa Barbara, CA
  5. University of Virginia
    Aug 2017 – May 2019Charlottesville, VA
  6. 8th Judicial Court
    Aug 2019 – Dec 2019Taos, NM
  7. Taos Ski Valley
    Jan 2019 – Mar 2019Taos, NM
  8. Global Vision International
    Mar 2019 – May 2019Cusco
  9. California State University
    Jan 2020 – Jun 2020Monterey, CA
  10. Taos High School
    Aug 2013 – May 2017Taos, NM
  11. Winter Park Ski Resort
    Sep 2022 – Jul 2024Winter Park, CO

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Mcadam LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Holistic financial planning, asset management, safe money strategies, tax strategy optimization, estate planning, investment risk management, and retirement income planning

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers
Firm areas of expertise
Retirement PlanningHolistic Financial PlanningAsset ManagementSafe Money StrategiesTax StrategyEstate PlanningMarket VolatilityInflation MitigationPortfolio Management

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
134
Offices listed on AdvisorFinder:
13
Main office:
Radnor, PA
SEC file number:
801-79583

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 24, 2026

View full firm profile

Other advisors at Mcadam LLC

Showing 12 of 134 in the directory

View Mcadam LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Barlow Reid IV has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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