Adam Jefferis

from Retirement Planology, Inc.
SEC regulated
Regulated Investment Advisor
Adam Jefferis is a financial advisor based in Virginia, Alexandria, with 19 years of experience. Adam currently works for Retirement Planology, Inc.. Adam maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Adam Jefferis works at Retirement Planology, Inc.
Retirement Planology, Inc. is a financial advisory firm based in Alexandria, Virginia. It currently has approximately $31,674,110 of assets under management and employs about 3 people. Retirement Planology, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
11 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
950 N Washington St, Ste 242, Alexandria, Virginia, 22314

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