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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Mary Adams is a financial advisor with CW Advisors, LLC based in Boston, MA. Jennifer is a CERTIFIED FINANCIAL PLANNER™ professional and has been working in the industry since 1998. Jennifer has experience working with clients such as high-net-worth individuals, corporations, and charitable organizations. Jennifer provides financial planning, portfolio management, and pension consulting services to individuals and families. Jennifer is also a licensed insurance agent, offering insurance sales and implementation of insurance recommendations as part of her client's overall financial plan. Jennifer has worked for several firms, including Ameriprise Financial Services, Inc., IDS Life Insurance Company, and Purshe Kaplan Sterling Investments.
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.
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MA
01/02/2025 - Present
CW Advisors, LLC (BOSTON MA)
MA
07/13/2012 - 01/03/2024
PURSHE KAPLAN STERLING INVESTMENTS (WALTHAM MA)
MA
07/27/1998 - 07/20/2012
AMERIPRISE FINANCIAL SERVICES, INC. (WALTHAM MA)
MN
07/27/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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