Gerald R. Adams
Professional summary
Gerald Raymond Adams, who also goes by Jerry Adams, is a registered financial advisor currently at ADAMS AND CO FINANCIAL SERVICES located in Cincinnati, Ohio.
Gerald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Gerald has worked at 7 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 6, Series 7, Series 53, Series 4 and Series 24 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gerald Raymond Adams's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 7, 2026 - Present
ADAMS AND CO FINANCIAL SERVICES
February 14, 2025 - May 5, 2026
THE LEADERS GROUP, INC.
October 17, 2008 - November 13, 2020
PACIFIC SELECT DISTRIBUTORS, LLC
November 13, 2001 - December 17, 2002
HORNOR, TOWNSEND & KENT, LLC
January 13, 1998 - March 6, 2001
DONAHUE SECURITIES, INC.
March 13, 1995 - January 9, 1998
MM ASCEND LIFE INVESTOR SERVICES, LLC
August 6, 1991 - April 13, 1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/7/2026)
Exams
Series 6TO
Date: 3/1/2024
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
ADAMS AND CO FINANCIAL SERVICES
CRD#: 340842 / SEC#:
Contact information
Red Flags
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