Adam Bainbridge Jeffries

Employer firm

Unclipped Capital LLC CRD 343374

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → 09/2020
  Burns & Mcdonnell
  Kansas City, MO
• 09/2020 → 07/2022
  Honeywell
  Kansas City, MO
• 07/2022 → Present
  Finite Engineering & Associates
  Overland Park, KS
• 11/2025 → Present
  Beach Balm Getaways Llc
  Overland Park, KS
• 05/2026 → Present
  Unclipped Capital Llc
  Overland Park, KS

Other Businesses

1. Finite Engineering & Associates, Overland Park, KS. Senior operations and technology role at an engineering services firm. Approximately 24 hours per week, portions during securities trading hours. Started 07/2022. Not investment-related. Duties: operations and technology management for an engineering firm. 2. Beach Balm Getaways LLC, Overland Park, KS. Chief Operating Officer and Chief Financial Officer; 50% co-owner with spouse. Travel agency business (planning and booking travel arrangements). Approximately 4 hours per week, generally outside trading hours. Started 11/2025. Not investment-related. Duties: operations and finance for a travel agency business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-10