Jeffrey Adam

Current Employers

Adam Advisory

Tucson, AZ • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2026-08-07

AZ RA
APPROVED

Since 2026-08-07

Branch Locations

Tucson, AZ • 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
Adam Advisory Llc	Tucson	AZ	03/2026	Present
Intuit	Tucson	AZ	10/2021	Present
Intuit	Tucson	AZ	08/2020	10/2021
Intuit	Tucson	AZ	05/2018	08/2020
Intuit	Tucson	AZ	08/2017	04/2018
Intuit	Tucson	AZ	09/2016	08/2017
Intuit	Tucson	AZ	06/2015	09/2016
Bet And Win Academy Llc	Tucson	AZ	01/2023	03/2026

03/2026 → Present

Adam Advisory Llc

Tucson, AZ
10/2021 → Present

Intuit

Tucson, AZ
08/2020 → 10/2021

Intuit

Tucson, AZ
05/2018 → 08/2020

Intuit

Tucson, AZ
08/2017 → 04/2018

Intuit

Tucson, AZ
09/2016 → 08/2017

Intuit

Tucson, AZ
06/2015 → 09/2016

Intuit

Tucson, AZ
01/2023 → 03/2026

Bet And Win Academy Llc

Tucson, AZ

Other Businesses

Jeffrey Adam is currently employed as a Principal Compensation Partner for Intuit. In this role, Jeffrey Adam designs internal compensation for Sales Incentive Design. This is not investment related. This activity accounts for approximately 75% of their time during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-06-01

S65 Uniform Investment Adviser Law Examination

2026-06-01

Other Names

Jeff Adam

View on SEC IAPD