ADAM JOHN JEFFERIS is an investment adviser representative (IAR) with state registration records since 2006, appearing at 5 firms. Currently registered with RETIREMENT PLANOLOGY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| RETIREMENT PLANOLOGY, INC. | 2018-11-28 | present | Yes |
| FINANCIAL ENGINES ADVISORS L.L.C. | 2018-11-01 | 2018-12-04 | — |
| EDELMAN FINANCIAL SERVICES, LLC | 2011-07-12 | 2018-11-01 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2007-10-09 | 2011-05-17 | — |
| EQUITABLE ADVISORS, LLC | 2006-04-18 | 2007-07-31 | — |