Vice President · Retirement Planology, Inc.
Adam J. Jefferis
CRD 4937989 · Named on Form ADV at one SEC-registered adviser
At a glance
Retirement Planology, Inc., an SEC-registered asset manager based in Alexandria, VA with $266 million in regulatory assets, lists Adam J. Jefferis on its Form ADV as Vice President, a control person.
Firms and roles
- Retirement Planology, Inc.Vice PresidentAsset manager · Alexandria, VA · $266M in regulatory assets
AtlasMembers
Adam’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Courtenay V. ShipleyPresident and Chief Compliance Officer, Retirement Planology, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Adam’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.