Adam
Jefferis
Retirement Planology, Inc
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About this Advisor
Adam Jefferis is a financial advisor based in Alexandria, Virginia who has 5 years of industry experience. Jefferis currently works for Retirement Planology, Inc. Over the course of their career, they have held roles at Sanders Morris Harris Inc, Edelman Financial Services LLC, Ef Legacy Securities, LLC and Retirement Planology, Inc. Jefferis maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Virginia. Retirement Planology, Inc is an advisory business headquartered in Alexandria, VA. It handles $147 million in total assets across its 59 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The business provides pension consulting services. Fees charged by financial advisors usually vary depending on the type of services offered. Fee types billed by Retirement Planology, Inc most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Retirement Planology, Inc Brokerage Details
$146,877,562
3
59
$2,489,450
Investment Advisory Services
- Pension consulting services
Adam Jefferis Work History
Adam has been registered as a financial advisor for 5 years.*
Retirement Planology, Inc
Ef Legacy Securities, LLC
Sanders Morris Harris Inc
Edelman Financial Services LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Jefferis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Retirement Planology, Inc
Rock Hill, SC
Alexandria, VA
Alexandria, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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