Jennifer Adamson, financial advisor Cincinnati OH
89 score

Jennifer Adamson

CRD Number: 6220985
Current Firm: Transamerica Financial Advisors, Inc.

Jennifer Adamson (CRD# 6220985) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cincinnati, OH and has over 2 years of experience in the finance industry.

Similar Advisors
Timothy Guthrie, CFP, financial advisor Cincinnati OH
Timothy R. Guthrie, CFP
CRD# 1989045
Bullseye Investment Management, LLC
Score
108
Similar Advisors
James Owens, financial advisor Cincinnati OH
James W. Owens
CRD# 4780124
Lang Advisors LLC
Score
106
Similar Advisors
Nathan Bishop, CFA, financial advisor Cincinnati OH
Nathan A. Bishop, CFA
CRD# 5594136
Opus Capital Group, LLC
Score
103
Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Cincinnati, OH May 2013 - Current 3
World Financial Group, Inc. Cincinnati, OH May 2013 - Current 3
Oak Hills High School Cincinnati, OH May 2013 - Current 3
Usborne Children's Books Cincinnati, OH Dec 2010 - Current 6
Cincinnati Traditional Properties LLC Cincinnati, OH Apr 2009 - Current 7
A&t Apartments LLC Cincinnati, OH Apr 2009 - Current 7
Coldwell Banker West Shell Cincinnatio, OH Feb 2013 - Jun 2016 3
Private Practice Mason, OH Nov 2013 - Nov 2015 2
Ascend Management Innovations Franklin, TN Sep 2014 - Jul 2015 < 1
Kohl's Cincinnati, OH Nov 2013 - Feb 2014 < 1
Clever Container Cincinnatio, OH Nov 2012 - Feb 2014 1
Christ Churh At Mason Mason, OH Feb 2011 - Nov 2013 2
Oak Hills Local School District Cincinnati, OH Aug 2007 - Jun 2011 3
Concern Eap Tri Health Cincinnati, OH Aug 2003 - Aug 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2014
Contact Info for Jennifer L. Adamson
Phone Number: 727-299-1800
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Jennifer Adamson and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.