Jennifer Adamson, financial advisor Centerville OH
90 score

Jennifer Adamson

CRD Number: 6220985
Current Firm: Capital Portfolio Advisors, Inc.

Jennifer Adamson (CRD# 6220985) is an Investment Advisor Representative working at Capital Portfolio Advisors, Inc. in Centerville, OH and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Capital Portfolio Advisors, Inc. Centreville, OH Dec 2016 - Current 1
St. Aloysius Orphange Cincinnati, OH Aug 2016 - Current 1
Spot On Powered By The Ohio State University Columbus, OH Jul 2016 - Current 1
Equity, LLC Cincinnati, OH Jul 2016 - Current 1
Adamsonssi, LLC Cincinnati, OH Jul 2016 - Current 1
Transamerica Financial Advisors, Inc. Cincinnati, OH May 2013 - Current 4
World Financial Group, Inc. Cincinnati, OH May 2013 - Current 4
Usborne Children's Books Cincinnati, OH Dec 2010 - Current 7
Cincinnati Traditional Properties LLC Cincinnati, OH Apr 2009 - Current 9
A&t Apartments LLC Cincinnati, OH Apr 2009 - Current 9
Oak Hills High School Cincinnati, OH May 2013 - Aug 2016 3
Coldwell Banker West Shell Cincinnatio, OH Feb 2013 - Jun 2016 3
Private Practice Mason, OH Nov 2013 - Nov 2015 2
Ascend Management Innovations Franklin, TN Sep 2014 - Jul 2015 < 1
Kohl's Cincinnati, OH Nov 2013 - Feb 2014 < 1
Clever Container Cincinnatio, OH Nov 2012 - Feb 2014 1
Christ Churh At Mason Mason, OH Feb 2011 - Nov 2013 2
Oak Hills Local School District Cincinnati, OH Aug 2007 - Jun 2011 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2014
Contact Info for Jennifer L. Adamson
Phone Number: 937-299-9111
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    57
    MILLIONS
  • Total Number of Accounts
    152
    ACCOUNTS
  • Average Account Value
    $373,880
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

KY, OH, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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