Jeffrey Adams, financial advisor Columbus GA

Jeffrey Adams

CRD Number: 2369218
Current Firm: Greatmark Investment Partners, Inc.

Jeffrey Adams (CRD# 2369218) is an Investment Advisor Representative working at Greatmark Investment Partners, Inc. in Columbus, GA and has over 30 years of experience in the finance industry. Jeffrey Adams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Greatmark Investment Partners Inc. Columbus, GA Mar 2002 - Current 21
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 1993
Contact Info for Jeffrey G. Adams
Phone Number: 706-327-2128
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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