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Jerry Charles Adam

TLG Advisors, Inc.

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About Jerry Charles Adam

Jerry Charles Adam Jr. is a financial advisor with TLG Advisors, Inc. Jerry has been in the financial services industry since 1991 and has a broad range of experience. Jerry is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Jerry holds the Series 7, Series 63, and Series 66 licenses. Jerry provides financial planning services, portfolio management, and educational seminars.

Firm Information

Jerry Adam is currently registered with TLG Advisors, Inc.. TLG Advisors, Inc. is a Littleton, CO-based investment advisor with $1 billion to $10 billion in assets under management. The firm offers portfolio management, financial planning, and pension consulting to individuals, corporations, pension funds, and charitable organizations. TLG Advisors, Inc. also provides placement services for institutional funds and other investment advisory services. The firm has over 260 registered representatives and advisors serving clients nationwide.
TLG Advisors, Inc.

26 WEST DRY CREEK CIRCLE

LITTLETON, CO 80120

$1.66B

Assets Under Management

38

Total Clients

257

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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placement of institutional funds

Placement of institutional funds

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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Jerry Adam’s Registration & Firm History

CO

10/14/2020 - Present

TLG Advisors, Inc. (LITTLETON CO)

TX

09/09/2013 - 10/16/2019

WELLS FARGO CLEARING SERVICES, LLC (HOUSTON TX)

CO

02/26/2013 - 08/27/2013

THE LEADERS GROUP, INC. (LITTLETON CO)

NY

06/01/2009 - 02/07/2013

MORGAN STANLEY (PURCHASE NY)

NY

09/03/1996 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

MA

11/03/1995 - 09/10/1996

MANEQUITY, INC. (BOSTON MA)

NJ

10/03/1991 - 05/09/1995

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

PA

09/05/1991 - 10/17/1991

CIGNA SECURITIES, INC. (RADNOR PA)

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Licenses & Designations

BOTH

Issued 03/02/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/08/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jerry Charles Adam. Review regulatory record here.
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