Unclaimed Profile

Jeffrey Sherburne Adams

AF ADVISORS, INC.·SACRAMENTO, California

Series 7, Series 31, Series 63, Series 65Clean record27 years registeredAF ADVISORS, INC.

3508 CODY WAY, SACRAMENTO, CA 95864CRD# 2712051Firm CRD# 149683

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Sherburne Adams · SACRAMENTO, CA

Registration

CRD #2712051 · AF ADVISORS, INC. · 27 years registered

Brand Profile

Not yet started

Career History

ADAMS ASHBY FINANCIAL ADVISORS

Apr 2009 – present

CITIGROUP GLOBAL MARKETS INC.

Oct 2004 – Apr 2009

SACRAMENTO, CA

MORGAN STANLEY

Jul 1998 – Oct 2004

SACRAMENTO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · July 30, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AF ADVISORS, INC.

CRD 149683 · SEC 801-114137

AUM

$443M

Regulatory assets under management

Employees

106 client accounts

Services offered by AF ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AF ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Jeffrey Sherburne Adams offer?

Jeffrey Sherburne Adams specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SACRAMENTO, California for a consultation.

What are Jeffrey Sherburne Adams's credentials?

Jeffrey Sherburne Adams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Sherburne Adams located?

Jeffrey Sherburne Adams is based in SACRAMENTO, California, working with AF ADVISORS, INC.. Their office serves clients in the SACRAMENTO metropolitan area and surrounding communities.

How does Jeffrey Sherburne Adams charge for services?

Jeffrey Sherburne Adams's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AF ADVISORS, INC.?

AF ADVISORS, INC. has approximately 2 employees and manages $443M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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