Adam
Jefferis

Retirement Planology, Inc

CRD#4937989
Investment Advisor
in Alexandria, VA

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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

Series 66

Years Registered*

5 years

Services Offered

Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

950 N Washington St Ste 242
Alexandria, VA 22314

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Retirement Planology, Inc Brokerage Details

Total Assets Under Management

$146,877,562

VA Average: $1,835,309,194
Total Number of Employees

3

VA Average: 32
Total Number of Accounts

59

VA Average: 1,458
Average Account Size

$2,489,450

VA Average: $1,258,785

Investment Advisory Services

  • Pension consulting services

Adam Jefferis Work History

Adam has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Retirement Planology, Inc

2016 - 2018 (2 years)

Ef Legacy Securities, LLC

2011 - 2016 (5 years)

Sanders Morris Harris Inc

2011 - 2018 (7 years)

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

Courtenay Shipley
Alexandria, VA
Emma Borders
Rock Hill, SC
Adam Jefferis
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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