Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Leigh Adams is a financial advisor with over 20 years of experience in the financial services industry. Jennifer is registered with Mercer Global Advisors Inc. and has a Series 63, Series 7 and Series 24 licenses. She has also earned the Certified Financial Planner designation. Jennifer specializes in providing financial planning, portfolio management and investment advice to individuals and businesses. Previously, Jennifer worked at Raymond James Financial Services, Inc. for over 20 years.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Trust services, estate planning, tax return preparation, consultation
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.
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CO
07/28/2022 - Present
Mercer Global Advisors Inc. (DENVER CO)
NC
05/23/2000 - 07/19/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ASHEVILLE NC)
BC
Issued 06/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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