Jeffrey Guy Adams
Investment adviser representative at Greatmark Investment Partners, Inc.
24 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
24 years in the industry.
- Greatmark Investment Partners, Inc.Mar 2002 to now
Designations
- CFA
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 1 state (GA).
Greatmark Investment Partners, Inc.
$1BAssets managed
433Clients
3Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2369218
- Firm CRD
- 105267