Adam John Jefferis
Investment adviser representative at Retirement Planology, Inc.
15 yearsExperience
1 stateRegistered in
$265.9MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
Experience
15 years in the industry.
- Retirement Planology, Inc.Nov 2018 to now
- Ef Legacy Securities, LLCApr 2016 to Nov 2018
- Edelman Financial Services LLCJul 2011 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (VA).
Retirement Planology, Inc.
$265.9MAssets managed
60Clients
2Advisers
12 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
- 4937989
- Firm CRD
- 171302