Gerald Raymond Adams

Employer firm

Adams And Co Financial Services CRD 340842

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
ESTATE PLANNING FACILITATION

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

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

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