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Jeffrey Robert Jones

McAdam LLC

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About Jeffrey Robert Jones

Jeffrey Robert Jones is a registered Investment Advisor Representative with McAdam LLC. Jeffrey has been with the firm since February 2022. Prior to joining McAdam LLC, Jeffrey worked at Trimedx in Indianapolis, Indiana. Jeffrey has a Series 65 license. McAdam LLC is a registered investment advisor with the Securities and Exchange Commission. McAdam LLC provides investment advisory services to individuals, corporations, and charitable organizations. The firm's primary focus is on providing personalized financial planning and investment management services. McAdam LLC's clients have access to a wide range of investment products and services, including mutual funds, ETFs, and alternative investments. Jeffrey's other business activities include insurance sales for McAdam Institutional Brokerage.

Firm Information

Jeffrey Jones is currently registered with McAdam LLC. McAdam LLC is a financial advisory firm headquartered in Philadelphia, Pennsylvania, with 180 licensed agents, 156 investment adviser representatives, and 45 registered representatives. They manage approximately $1.74 billion in assets for a diverse client base, including high-net-worth individuals, corporations, individuals, charitable organizations, and pension and profit-sharing plans. McAdam LLC offers financial planning, portfolio management for businesses and individuals, and selection of other advisors.
McAdam LLC

1880 JOHN F KENNEDY BOULEVARD

PHILADELPHIA, PA 19103

$1.74B

Assets Under Management

737

Total Clients

138

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Jones’s Registration & Firm History

PA

06/06/2024 - Present

McAdam LLC (PHILADELPHIA PA)

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Licenses & Designations

IA

Issued 02/22/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Robert Jones.
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