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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey David Adams is a financial advisor with Edward Jones in CARROLLTON, MO, and has been in the industry since July 4, 2000. Jeffrey Adams has earned the Certified Financial Planner designation. Jeffrey Adams is registered to provide investment advice in 16 states, including Missouri, Texas, Florida, Illinois, and Minnesota. Jeffrey Adams' firm, Edward Jones, manages approximately $10 billion to $50 billion in client assets. The firm's primary focus is on individuals and families, but it also serves business owners, charitable organizations, and retirement plans. Edward Jones offers a wide range of financial services, including investment management, financial planning, and retirement planning. In addition to working for Edward Jones, Jeffrey Adams also owns a residential rental property in CARROLLTON, MO.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
11/19/2020 - Present
Edward Jones (CARROLLTON MO)
MO
06/21/2000 - 01/07/2014
FBL MARKETING SERVICES, LLC (CARROLLTON MO)
BOTH
Issued 03/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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