Jeffrey Paul Farrell

Current Employers

Employment History

• 07/2014 → 04/2018
  Wunderlich Securities, Inc.
  Memphis, TN
• 06/2018 → 07/2022
  Ftb Advisors, Inc
  Memphis, TN
• 08/2022 → 10/2022
  Jeff Herman Insurance Agency
  Bartlett, TN
• 09/2022 → 10/2022
  State Farm Vp Managment Corp
  Bartlett, TN
• 09/2022 → 10/2022
  State Farm Investment Management Corp
  Bartlett, TN
• 10/2022 → 03/2023
  Rvw Wealth
  Memphis, TN
• 04/2023 → Present
  Sound Income Strategies Llc
  Fort Lauderdale, FL
• 04/2023 → Present
  Mcadams Group Llc
  Cordova, TN

Previous Registrations

• 2022-09-06 → 2022-11-01
  State Farm Investment Management Corp.
  Bartlett, TN
• 2021-01-12 → 2022-06-28
  First Horizon Advisors, Inc.
  Memphis, TN

Other Businesses

1) McAdams Group LLC - Investment related. 04-2023 - Present 98 Timber Creek Drive Cordova, TN 38018. Fixed Insurance Sales. Sales of fixed Indexed Annuities and Fixed Insurance. This does not encompass any business hours. 2) McAdams Group LLC - Investment related. 04-2023 - Present 98 Timber Creek Drive Cordova, TN 38018. Strategic Wealth Advisor/Client Service Advisor Salaried position. Assisting new clients with paperwork and client services. This encompasses 100% of business hours. 3) Retirement Income Source DBA - Investment related. 04-2023 - Present 98 Timber Creek Drive Cordova, TN 38018. Marketing to prosepctive clients for Fixed Insurance and Investment Advisory Services. This does not encompass any business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-01-11
• S63 Uniform Securities Agent State Law Examination
  2015-02-11

Other Names

• Jeffrey Paul Farrell
• Jeffrey Farrell