Gerald Raymond Adams

Current Employers

Adams And Co Financial Services

Cincinnati, OH • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2026-07-07

OH RA
APPROVED

Since 2026-07-07

Branch Locations

Cincinnati, OH • 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

Organization	City	State	From	To
Pacific Life Insurance	Schaumburg	IL	10/2008	10/2020
Unemployed	Cincinnati	OH	01/2021	09/2022
Adams And Co. Financial Services	Cincinnati	OH	06/2026	Present
Benefit Bank Distributors	Cedar Park	TX	10/2022	12/2025
Gerald Adams; Sole Proprietor	Cincinnati	OH	04/2023	Present

10/2008 → 10/2020

Pacific Life Insurance

Schaumburg, IL
01/2021 → 09/2022

Unemployed

Cincinnati, OH
06/2026 → Present

Adams And Co. Financial Services

Cincinnati, OH
10/2022 → 12/2025

Benefit Bank Distributors

Cedar Park, TX
04/2023 → Present

Gerald Adams; Sole Proprietor

Cincinnati, OH

Other Businesses

Gerald Adams, Sole Proprietor; Non investment related; Insurance Agent; Owner; Start date 04/2023; Approximately 5% of time is spent on this activity.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-01-31
S63	Uniform Securities Agent State Law Examination	2008-10-29

S65 Uniform Investment Adviser Law Examination

2026-01-31
S63 Uniform Securities Agent State Law Examination

2008-10-29

Other Names

Jerry Adams

View on SEC IAPD