Jennifer Mary Adams

Employer firm

Cw Advisors, LLC CRD 310873

$15.2B regulatory AUM 47 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2012 → 12/2024
  Purshe Kaplan Sterling Investments
  Albany, NY
• 07/2012 → 12/2022
  Aspire Wealth Management Corporation
  Waltham, MA
• 12/2024 → Present
  Cw Advisors, Llc
  Waltham, MA

Previous Registrations

• 2012-12-19 → 2025-01-16
  Aspire Wealth Management Corporation
  Waltham, MA
• 2010-10-05 → 2012-07-20
  Ameriprise Financial Services, Llc
  Waltham, MA
  Waltham, MA

Other Businesses

1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) Finance Advisor; Investment-related; Same address; Managing finances for a sorority house; Start: 02/2026; Not during trading hours; Approximately 5% of her time per month.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-08-11

Designations

• Certified Financial Planner

Other Names

• Jennifer Mary Berg