Justin Trevor Adams

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → Present
  Raymond James And Associates
  San Rafael, CA

Previous Registrations

• 2011-02-11 → 2014-05-30
  Intl Advisory Consultants Inc.
  San Francisco, CA
• 2004-06-21 → 2011-02-12
  Nollenberger Capital Partners Inc.
  San Francisco, CA
  San Francisco, CA
• 2001-08-31 → 2004-06-28
  Wells Fargo Investments, Llc
  San Francisco, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-01-25
• S65 Uniform Investment Adviser Law Examination
  2000-01-18