Eric Adams, financial advisor Denver CO

Eric Adams

CRD 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 10 years of experience in the finance industry.

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Company Name Location Dates Years
Jfg Wealth Management, LLC Denver, CO Sep 2016 - Current 7
Johnson Financial Group Denver, CO Sep 2013 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2013
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Eric S. Adams
Phone Number: 720-475-1195
Firm Website: http://www.jfgllc.net
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    2,476
    MILLIONS
  • Total Number of Accounts
    788
    ACCOUNTS
  • Average Account Value
    $3,142,376
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

CO, DC, KS, MD, NE, NY, OK, TX, VA

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