Jeffrey R Adams
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCMay 2025 to now
- Michigan State University FcuMay 2025 to now
- University of MichiganSep 2023 to now
- Bank of America, N.A.Jul 2024 to Apr 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2024 to Apr 2025
- Voya Financial AdvisorsAug 2022 to May 2024
- Worldwide Insurance NetworkMay 2021 to May 2021
- UpsAug 2020 to Jul 2022
- Apex ExpressNov 2019 to Aug 2020
- Yellow CorporationJul 2019 to Nov 2019
- World Capital Brokerage, Inc.Apr 2018 to Oct 2020
- Michigan Executive CompensationDec 2017 to Oct 2020
- SiiFeb 2017 to Dec 2017
- Minnesota Life Insurance CoAug 2016 to Feb 2017
- Securian Financial Services IncAug 2016 to Feb 2017
- Wealth Strategies Financial GroupAug 2016 to Nov 2016
- Cosmopolitan Real Estate ServicesMar 2016 to Feb 2017
- Michigan Executive CompensationJan 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MI).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 5452691
- Firm CRD
- 6413