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Jeffrey Sherburne Adams

Adams Ashby Financial Advisors

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About Jeffrey Sherburne Adams

Jeffrey Sherburne Adams is an Investment Advisor Representative associated with Adams Ashby Financial Advisors. Jeffrey has been in the financial services industry for over 25 years. Jeffrey's specialties include portfolio management for individuals and businesses, financial planning, and pension consulting. Jeffrey is a Certified Financial Planner and holds the Series 7, Series 31, Series 63, and Series 65 licenses. Jeffrey's firm manages over 442 million dollars in assets for approximately 106 clients. Jeffrey's past experience includes working for firms such as Citigroup Global Markets Inc. and Morgan Stanley DW Inc.

Firm Information

Jeffrey Adams is currently registered with Adams Ashby Financial Advisors. Adams Ashby Financial Advisors is a financial advisory firm based in Sacramento, California. They provide financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. The firm has approximately $442 million in assets under management.
Adams Ashby Financial Advisors

3508 CODY WAY

SACRAMENTO, CA 95864

$442.52M

Assets Under Management

Not reported

Total Clients

2

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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percentage of assets

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

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Jeffrey Adams’s Registration & Firm History

CA

01/01/2025 - Present

Adams Ashby Financial Advisors (Sacramento CA)

CA

10/25/2004 - 04/21/2009

CITIGROUP GLOBAL MARKETS INC. (SACRAMENTO CA)

NY

03/25/1996 - 10/26/2004

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 04/10/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/29/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/25/1996

Series 31 - Futures Managed Funds Examination

BC

Issued 03/22/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Sherburne Adams.
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