Eric AdamsCRD Number: 5375609
Current Firm: Johnson Financial Group LLC
Eric Adams (CRD# 5375609) is an Investment Advisor Representative working at Johnson Financial Group LLC in Denver, CO and has over 9 years of experience in the finance industry.
Meridian Wealth Management LLC
Thrivent Advisor Network, LLC
|Jfg Wealth Management, LLC||Denver, CO||Sep 2016 - Current||6|
|Johnson Financial Group||Denver, CO||Sep 2013 - Current||9|
|Unemployed||Vail, CO||Oct 2012 - Sep 2013||< 1|
|Extended Travel||Vail, CO||Apr 2012 - Oct 2012||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2013|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management2,164MILLIONS
Total Number of Accounts763ACCOUNTS
Average Account Value$2,836,146
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CO, KS, NE, NY, TX, VA
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