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Jeffrey A
Series 65
Tucson, AZ
Adam Advisory
Jeffrey Adam is the sole advisor at Adam Advisory, an independent registered investment adviser. He holds a Series 65 credential and has one year of experience in the financial advisory industry. Prior to founding Adam Advisory in 2026, he held various roles at Intuit from 2016 to 2021 and was involved with Bet and Win Academy LLC from 2023 to 2026. Adam Advisory offers fee-only wealth management and standalone portfolio management services for individuals and high-net-worth clients. The firm emphasizes asset allocation and modern portfolio theory, utilizing both passive and active investment vehicles with discretionary account management and quarterly reviews.
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