Jeffrey
Adams
Adams Ashby Financial Advisors
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About this Advisor
Jeffrey Adams is a certified financial planner who works in Sacramento, California with 14 years of industry experience. Adams is currently employed by Adams Ashby Financial Advisors. They have spent their whole time as a financial advisor at Adams Ashby Financial Advisors. Adams maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Adams Ashby Financial Advisors is a registered investment firm headquartered in Sacramento, CA. It manages $236 million in total assets across its 117 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm provides financial advisory services to one charities and foundations. Of its 117 customer accounts, 33% are held by high-net-worth individuals who have more than $1 million in assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fee types charged by Adams Ashby Financial Advisors typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Adams Ashby Financial Advisors Brokerage Details
$236,308,376
2
117
$2,019,730
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Jeffrey Adams Work History
Jeffrey has been registered as a financial advisor for 14 years.*
Af Advisors, Inc
*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 Jeffrey Adams 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 Adams Ashby Financial Advisors
Sacramento, CA
Sacramento, CA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
