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    Mr. Jeffrey Adams, CFP®

    Contact

    Adams Ashby Financial Advisors
    http://adamsashby.com

    641 Fulton Ave Ste 200
    Sacramento, CA 95825-4869
    View on Map (916) 333-5989

    Year CFP® Certification Received: 2014
    CFP Board Disciplinary History: No
    Bankruptcy Disclosure in Last 10 Years: No

    Compensation Method: Fee Only
    Minimum Investable Assets: $2,000,000
    Languages: English
    Specialties: Wealth Management

    Typical Client Profile

    Average Net Worth: $5,000,001 or more
    Average Income: $1,000,001 or more
    Average Age: 65-74, 55-64, 75 or older
    Profession: Not Applicable

    CFP Board verifies that this individual currently holds CFP® certification. If your search brings up information for an individual who has been disciplined publicly by CFP Board or who has made a bankruptcy disclosure within the last ten years, specific information about those incidents will be provided below. All other information on this page is provided by the CFP® professional and has not been verified by CFP Board. CFP Board is not responsible for the accuracy of such information.

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