Jeffery Adams
Investment adviser representative at Ameriprise Financial Services, LLC
14 yearsExperience
2 statesRegistered in
$660.5BFirm assets
39 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
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Ameriprise Financial Services, LLCJan 2026 to now
- VlincJun 2025 to Dec 2025
- Klickitat County Search and RescueJan 2025 to Jun 2025
- Advanced Navigation & Positioning CorporationJun 2024 to Dec 2024
- Klickitat County Search and RescueFeb 2024 to Jun 2024
- Advanced Navigation & Positioning CorporationNov 2022 to Feb 2024
- Skylink FiberMar 2022 to Oct 2022
- Insitu, Inc.Feb 2012 to Feb 2022
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
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
- 8231951
- Firm CRD
- 6363