# ADAM JOHN JEFFERIS

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..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [RETIREMENT PLANOLOGY, INC.](https://search.stillhousedata.com/firm/171302) | 2018-11-28 | present | Yes |
| [FINANCIAL ENGINES ADVISORS L.L.C.](https://search.stillhousedata.com/firm/104510) | 2018-11-01 | 2018-12-04 | — |
| [EDELMAN FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/113299) | 2011-07-12 | 2018-11-01 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2007-10-09 | 2011-05-17 | — |
| [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | 2006-04-18 | 2007-07-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4937989)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4937989.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.