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James Edward Adams

MFS Fund Distributors, Inc.

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About James Edward Adams

James Edward Adams is a registered representative with MFS Fund Distributors, Inc. in Boston, MA. James began his career in the financial industry on September 13, 1990, and has been with MFS Fund Distributors, Inc. since December 6, 1994. James is licensed in 53 states and territories. Previously, James was with MFS Financial Services, Inc. in Boston, MA.

Firm Information

James Adams is currently registered with MFS Fund Distributors, Inc.. MFS Fund Distributors, Inc. is a corporation formed on October 27, 1992. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

290

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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James Adams’s Registration & Firm History

MA

12/06/1994 - Present

MFS Fund Distributors, Inc. (BOSTON MA)

MA

09/14/1990 - 12/31/1994

MFS FINANCIAL SERVICES, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 11/21/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/25/2024

Series 24 - General Securities Principal Examination

BC

Issued 10/08/2010

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 03/09/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/09/2015

Series 7 - General Securities Representative Examination

BC

Issued 09/12/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Edward Adams.
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