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Jeffrey Eugene Adams

Performance Trust Capital Partners, LLC

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About Jeffrey Eugene Adams

Jeffrey Adams is a financial advisor with over 20 years of experience in the industry. He is currently registered with Performance Trust Capital Partners, LLC in Atlanta, Georgia. Jeffrey Adams has held previous positions with BSP Securities, LLC, Monroe Securities, Inc., The Carson Medlin Company, Stanford Group Company, McDonald Investments Inc., and Trident Securities, Inc. Jeffrey holds the Series 7, Series 63, Series 79TO and SIE licenses. Jeffrey is registered in Georgia, Illinois, Florida, South Carolina and North Carolina.

Firm Information

Jeffrey Adams is currently registered with Performance Trust Capital Partners, LLC. Performance Trust Capital Partners, LLC is a Limited Liability Company formed on October 6, 2006. The firm is registered in all 50 states plus the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

219

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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Jeffrey Adams’s Registration & Firm History

GA

06/12/2019 - Present

Performance Trust Capital Partners, LLC (Atlanta GA)

GA

12/20/2012 - 10/07/2020

BSP SECURITIES, LLC (ATLANTA GA)

GA

02/08/2011 - 12/20/2012

MONROE SECURITIES, INC. (ATLANTA GA)

FL

07/01/2008 - 02/03/2011

THE CARSON MEDLIN COMPANY (TAMPA FL)

GA

04/25/2006 - 05/06/2008

STANFORD GROUP COMPANY (ATLANTA GA)

OH

06/01/1999 - 03/15/2005

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

NC

07/15/1997 - 06/01/1999

TRIDENT SECURITIES, INC. (RALEIGH NC)

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Licenses & Designations

BC

Issued 08/01/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jeffrey Eugene Adams.
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