Jeffrey R Adams

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 03/2016 → 02/2017
  Cosmopolitan Real Estate Services
  Detroit, MI
• 08/2016 → 02/2017
  Securian Financial Services Inc
  St Paul, MN
• 08/2016 → 02/2017
  Minnesota Life Insurance Co
  St Paul, MN
• 08/2016 → 11/2016
  Wealth Strategies Financial Group
  Southfield, MI
• 01/2016 → 02/2017
  Michigan Executive Compensation
  Livonia, MI
• 02/2017 → 12/2017
  Sii
  Southfield, MI
• 04/2018 → 10/2020
  World Capital Brokerage, Inc.
  Denver, CO
• 12/2017 → 10/2020
  Michigan Executive Compensation
  Livonia, MI
• 08/2020 → 07/2022
  Ups
  Livonia, MI
• 05/2024 → 04/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bloomfield Hills, MI
• 05/2021 → 05/2021
  Worldwide Insurance Network
  Livonia, MI
• 11/2019 → 08/2020
  Apex Express
  Taylor, MI
• 07/2019 → 11/2019
  Yellow Corporation
  Romulus, MI
• 09/2023 → Present
  University Of Michigan
  Flint, MI
• 08/2022 → 05/2024
  Voya Financial Advisors
  Bloomfield Hills, MI
• 07/2024 → 04/2025
  Bank Of America, N.A.
  Bloomfield Hills, MI
• 05/2025 → Present
  Lpl Financial Llc
  Auburn Hills, MI
• 05/2025 → Present
  Michigan State University Fcu
  Auburn Hills, MI

Previous Registrations

• 2024-06-27 → 2025-04-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bloomfield Hills, MI
• 2022-09-22 → 2024-05-06
  Voya Financial Advisors, Inc.
  Bloomfield Hills, MI
  Holland, MI

Other Businesses

1. 05/16/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name MSUFCU Financial Solutions - Investment Related - At reported business location(s) 2. 05/29/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name TrulyU Wealth Management and Investment Services - Investment Related - At reported business location(s) - Start Date-05/16/2025 - 160 Hrs/Mth - 8 Hrs During Trading. 3. 03/04/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name TrulyU - Investment Related - At Reported Business Location(s) - Start Date 02/19/2026 - 160 hours per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-22
• S63 Uniform Securities Agent State Law Examination
  2016-07-06

Other Names

• Jeffrey Adams
• Jeffrey Robert Adams
• Jeffrey R Adams