Jennifer Adams, financial advisor Waltham MA
96 score

Jennifer Adams

CRD Number: 3080965
Current Firm: Aspire Wealth Management Corporation

Jennifer Adams (CRD# 3080965) is an Investment Advisor Representative working at Aspire Wealth Management Corporation in Waltham, MA and has over 18 years of experience in the finance industry. Jennifer 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.

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Professional Designations
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Jul 2012 - Current 4
Aspire Wealth Management Waltham, MA Jul 2012 - Current 4
Ids Life Insurance Company Boston, MA Jun 1998 - Jul 2012 14
American Express Financial Advisors Inc. Boston, MA Jun 1998 - Jul 2012 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
Contact Info for Jennifer M. Adams
Phone Number: (617) 245-8500
Firm Website:
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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