Jeffrey Adams (CRD# 5452691) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Grand Rapids, MI and has over 7 years of experience in the finance industry.
CRD# 2731310
Ameriprise Financial Services, LLC
CRD# 5983487
Edward Jones
CRD# 6747780
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| World Capital Brokerage, Inc. | Denver, CO | Apr 2018 - Current | 6 |
| Michigan Executive Compensation | Livonia, MI | Dec 2017 - Current | 6 |
| Ups | Livonia, MI | Aug 2020 - Jul 2022 | 1 |
| Sii | Southfield, MI | Feb 2017 - Dec 2017 | < 1 |
| Securian Financial Services Inc. | St Paul, MN | Aug 2016 - Feb 2017 | < 1 |
| Minnesota Life Insurance Co | St Paul, MN | Aug 2016 - Feb 2017 | < 1 |
| Cosmopolitan Real Estate Services | Detroit, MI | Mar 2016 - Feb 2017 | < 1 |
| Michigan Executive Compensation | Livonia, MI | Jan 2016 - Feb 2017 | 1 |
| Wealth Strategies Financial Group | Southfield, MI | Aug 2016 - Nov 2016 | < 1 |
| Foresters Equity Services, Inc. | San Diego, CA | Apr 2016 - Aug 2016 | < 1 |
| Real Estate One | Southfield, MI | Aug 2013 - Mar 2016 | 2 |
| Metro Agency | Livonia, MI | Dec 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2016 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- MI
- TX
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Total Assets Under Management2,685MILLIONS
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Total Number of Accounts13,923ACCOUNTS
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Average Account Value$192,831
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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, WY
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