Adam
Jefferis
Retirement Planology, Inc
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About this Advisor
Adam Jefferis is a financial advisor based in Alexandria, Virginia, working with Retirement Planology, Inc. Adam has previously held positions at Sanders Morris Harris Inc, Edelman Financial Services LLC, Ef Legacy Securities, LLC, and Retirement Planology, Inc. Adam has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Adam is part of Retirement Planology, Inc, which operates out of Alexandria, Virginia. The firm has 3 employees and manages assets totaling $191.6 million. The services offered by the firm include pension consulting services. The fee structure at Retirement Planology, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Retirement Planology, Inc Brokerage Details
$191,643,207
3
63
$3,041,956
Investment Advisory Services
- Pension consulting services
Adam Jefferis Work History
Retirement Planology, Inc
Ef Legacy Securities, LLC
Sanders Morris Harris Inc
Edelman Financial Services LLC
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
Alexandria, VA
Rock Hill, SC
Alexandria, VA
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