Jeffrey Adamson, financial advisor Wayzata MN

Jeffrey Adamson

CRD Number: 1326517
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jeffrey Adamson (CRD# 1326517) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wayzata, MN and has over 36 years of experience in the finance industry. Jeffrey Adamson 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
Bank Of America, N.a. Wayzata, MN Dec 2009 - Current 11
Merrill Lynch, Pierce, Fenner And Smith Incorporated Wayzata, MN Jan 2009 - Current 12
Ubs Financial Services Inc. Wyzata, MN Jul 2006 - Jan 2009 2
Unemployed Plymouth, MN Mar 2006 - Jun 2006 < 1
U.s. Bancorp Piper Jaffray Minneapolis, MN Oct 1982 - Feb 2006 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1984
S66 NASAA Uniform Combined State Law Examination Aug 2006
Contact Info for Jeffrey C. Adamson
Phone Number: 800-637-7455
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    962,052
    MILLIONS
  • Total Number of Accounts
    2,529,169
    ACCOUNTS
  • Average Account Value
    $380,383
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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