Jeffrey AdamsCRD Number: 2712051
Current Firm: Adams Ashby Financial Advisors
Jeffrey Adams (CRD# 2712051) is an Investment Advisor Representative working at Adams Ashby Financial Advisors in Sacramento, CA and has over 26 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.
Capital Planning Advisors LLC
Dynamic Wealth Strategies, LLC
|Af Advisors, Inc.||Sacramento, CA||Apr 2009 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1996|
|S65||NASAA Investment Advisors Law Examination||Apr 1996|
Total Assets Under Management187MILLIONS
Total Number of Accounts110ACCOUNTS
Average Account Value$1,704,335
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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