Jennifer AdamsonCRD 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 3 years of experience in the finance industry.
Bullseye Investment Management, LLC
Lang Advisors LLC
Opus Capital Group, LLC
|Transamerica Financial Advisors, Inc.||Cincinnati, OH||May 2013 - Current||4|
|World Financial Group, Inc.||Cincinnati, OH||May 2013 - Current||4|
|Oak Hills High School||Cincinnati, OH||May 2013 - Current||4|
|Usborne Children's Books||Cincinnati, OH||Dec 2010 - Current||7|
|Cincinnati Traditional Properties LLC||Cincinnati, OH||Apr 2009 - Current||8|
|A&t Apartments LLC||Cincinnati, OH||Apr 2009 - Current||8|
|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|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
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