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Adam John Jefferis

Retirement Planology, Inc.

Alexandria, VA

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Current Employers
Retirement Planology, Inc.

600 Cameron Street Suite 401, Alexandria, VA 22314 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2018-11-28
  • VA RA
    APPROVED
    Since 2018-11-28

Branch Locations

600 Cameron Street Suite 401, Alexandria, VA 22314 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edelman Financial Services Llc Fairfax VA 07/2011 11/2018
Ef Legacy Securities, Llc Henrico VA 04/2016 11/2018
Retirement Planology, Inc. Arlington VA 11/2018 Present
  • 07/2011 → 11/2018
    Edelman Financial Services Llc
    Fairfax, VA
  • 04/2016 → 11/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 11/2018 → Present
    Retirement Planology, Inc.
    Arlington, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-04
  • S66 Uniform Combined State Law Examination
    2005-08-04
Other Names
  • Adam Jefferis

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Alexandria, VA
INTEGRATED WEALTH CONCEPTS LLC · Alexandria, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Alexandria, VA
LPL FINANCIAL LLC · ALEXANDRIA, VA
EDWARD JONES · Alexandria, VA
THE EDGAR LOMAX COMPANY · ALEXANDRIA, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ALEXANDRIA, VA
LPL FINANCIAL LLC · ALEXANDRIA, VA

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