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Jeffrey Guy Adams

Greatmark Investment Partners, Inc.

Columbus, GA

CRD 2369218

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Employer firm

Greatmark Investment Partners, Inc. CRD 105267

$1.02B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Greatmark Investment Partners, Inc.

6001 River Rd Suite 300, Columbus, GA 31904-4556 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2003-03-18
  • GA RA
    APPROVED
    Since 2003-03-18

Branch Locations

6001 River Road Suite 300, Columbus, GA 31904 • 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
Greatmark Investment Partners Inc. Columbus GA 03/2002 03/2026
Greatmark Investment Partners Inc. Columbus GA 03/2026 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-06-02
  • S65 Uniform Investment Adviser Law Examination
    1993-06-02
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

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