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 3 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
|Johnson Financial Group||Denver, CO||Sep 2013 - Current||3|
|Unemployed||Vail, CO||Oct 2012 - Sep 2013||< 1|
|Extended Travel||Vail, CO||Apr 2012 - Oct 2012||< 1|
|Christiania Lodge At Vail||Vail, CO||Nov 2011 - Apr 2012||< 1|
|Extended Travel||Denver, CO||Sep 2011 - Nov 2011||< 1|
|Frontier Investment Management Company||Dallas, TX||Sep 2008 - Sep 2011||3|
|Unemployed||Dallas, TX||May 2008 - Sep 2008||< 1|
|Full-time Education||Denver, CO||Sep 2006 - May 2008||1|
|Mbh Enterprises||Denver, CO||Sep 2007 - Nov 2007||< 1|
|Aurora Loan Services||Littleton, CO||Jun 2007 - Aug 2007||< 1|
|Unemployed||Lawrence, KS||May 2006 - Sep 2006||< 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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Regulatory Event
Total Assets Under Management318MILLIONS
Total Number of Accounts222ACCOUNTS
Average Account Value$1,431,862
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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