Jeffrey Sherburne Adams

Current Employers

Employment History

• 04/2009 → Present
  Af Advisors, Inc.
  Sacramento, CA

Previous Registrations

• 2004-10-25 → 2009-04-21
  Citigroup Global Markets Inc.
  Sacramento, CA
  Sacramento, CA
• 1998-07-30 → 2004-10-26
  Morgan Stanley Dw Inc.
  Sacramento, CA

Other Businesses

1. I HELP WITH SOME OF MY FATHER AND MOTHER'S REAL ESTATE INVESTMENTS. MY DUTIES INCLUDE REVIEW OF FINANCIAL RECORDS AND REPORTS, EVALUATION OF FINANCIAL AND OPERATIONAL PERFORMANCE, AND CONSULTATION ON THE MANAGEMENT OF THESE INVESTMENT PROPERTIES. AS A "FAMILY OFFICE" ORIENTED PRACTICE, I CONSIDER THESE DUTIES AS A PART OF MY OVER ALL FINANCIAL PLANNING RELATIONSHIP WITH MY FATHER AND MOTHER. THESE DUTIES TAKE LESS THAN 10% OF MY TIME AND NEVER PERFORMED DURING MARKET HOURS. THE FOLLOWING ARE THE LOCATIONS THAT I AM CURRENTLY INVOLVED IN:4949 MARCONI AVENUE, CARMICHAEL CA; 5200 ELKHORN BLVD, SACRAMENTO, CA 2. ADDITIONALLY I HOLD INTERESTS IN MY OWN INVESTMENT REAL ESTATE WHICH I SELF MANAGE. THIS INCLUDES PROPERTIES THAT OWN 100% AS WELL AS PROPERTIES THAT I HAVE FRACTIONAL OWNERSHIP OF. ADDED WITH THE TIME SPENT ABOVE, THIS ACTIVITY TAKES LESS THAN 10% OF MY TIME AND IT IS NOT PERFORMED DURING MARKET HOURS. 3. Adams Family Revocable Trust of 1986;3508 Cody Way, Suite 100, Sacramento, CA 95864;I manage family owned/part owned real estate on behalf of my mother since my father's passing in 2016; I devote 60 hours per month (33% of my time) to this outside business activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-04-10
• S63 Uniform Securities Agent State Law Examination
  1996-03-29

Designations

Other Names

• Jeffrey S Adams