Jeffery A. Hardin

FIDUCIARY SOLUTIONS

ROSEVILLE, CA 95661

CRD#: 5739850

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Professional summary

Jeffery Adam Hardin, who also goes by Adam Hardin, Jeffrey Adam Hardin, is a registered financial advisor currently at FIDUCIARY SOLUTIONS LLC located in Roseville, California.

Jeffery is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jeffery has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Adam Hardin | Jeffrey Adam Hardin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffery Adam Hardin's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 25, 2024 - Present

FIDUCIARY SOLUTIONS LLC

Office #1: 2520 Douglas Blvd. Ste. 110, Roseville, CA 95661

RIA

CRD#: 332247

ROSEVILLE, CA

Past

April 15, 2021 - August 24, 2025

FIDUCIARY SOLUTIONS, LLC

RIA

CRD#: 312694

ROSEVILLE, CA

Past

September 10, 2018 - July 3, 2022

FIDUCIARY SOLUTIONS, LLC

RIA

CRD#: 148118

ROSEVILLE, CA

Past

March 24, 2017 - December 10, 2018

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

CRD#: 7388

McDonough, GA

Past

January 1, 2017 - April 1, 2026

CAPE SECURITIES INC.

CRD#: 7072

STOCKBRIDGE, GA

Past

December 21, 2016 - October 5, 2018

CAPE INVESTMENT ADVISORY, INC.

RIA

CRD#: 146384

Stockbridge, GA

Past

January 16, 2013 - January 22, 2015

CAPE INVESTMENT ADVISORY, INC.

RIA

CRD#: 146384

STOCKBRIDGE, GA

Past

January 8, 2013 - January 2, 2015

CAPE SECURITIES INC.

CRD#: 7072

STOCKBRIDGE, GA

Past

March 21, 2012 - November 30, 2012

ADVANCED ASSET TRADING, INC

CRD#: 37044

ATLANTA, GA

Past

August 3, 2011 - February 22, 2012

CL WEALTH MANAGEMENT LLC

RIA

CRD#: 134922

SCHAUMBURG, IL

Past

June 24, 2011 - February 22, 2012

ALLIED BEACON PARTNERS, INC.

CRD#: 46227

ATLANTA, GA

Past

February 7, 2011 - June 24, 2011

GIRARD SECURITIES, INC.

RIA

CRD#: 18697

ATLANTA, GA

Past

February 7, 2011 - June 24, 2011

GIRARD SECURITIES, INC.

CRD#: 18697

ATLANTA, GA

Past

August 3, 2010 - February 11, 2011

QA3 FINANCIAL LLC

RIA

CRD#: 104957

ATLANTA, GA

Past

July 28, 2010 - November 20, 2013

FIDUCIARY SOLUTIONS, LLC

RIA

CRD#: 148118

ATLANTA, GA

Past

March 5, 2010 - February 11, 2011

QA3 FINANCIAL CORP.

CRD#: 14754

ATLANTA, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(1/28/2026)

IAR

California
(5/23/2025)

IAR

Texas
(10/25/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/13/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/2/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/23/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/23/2010

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/2/2010

General Securities Principal Examination

Current Firm

FIDUCIARY SOLUTIONS LLC

CRD#: 332247 / SEC#:

Arizona

Registered Investment Advisory firm - (1/28/2026 Approved)

California

Registered Investment Advisory firm - (5/23/2025 Approved)

Nevada

Registered Investment Advisory firm - (6/11/2025 Approved)

Texas

Registered Investment Advisory firm - (10/25/2024 Conditional Restricted)

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Contact information

Main Address

2520 Douglas Blvd. Ste. 110, Roseville, CA 95661

Mailing Address

Phone number

(916) 791-7063

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jeffery A. Hardin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffery Adam Hardin's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDUCIARY SOLUTIONS, LLC

FIDUCIARY SOLUTIONS, LLC

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

CAPE SECURITIES INC.

CAPE INVESTMENT ADVISORY, INC.

CAPE INVESTMENT ADVISORY, INC.

CAPE SECURITIES INC.

ADVANCED ASSET TRADING, INC

CL WEALTH MANAGEMENT LLC

ALLIED BEACON PARTNERS, INC.

GIRARD SECURITIES, INC.

GIRARD SECURITIES, INC.

QA3 FINANCIAL LLC

FIDUCIARY SOLUTIONS, LLC

QA3 FINANCIAL CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/13/2010

Series 63

Date: 3/2/2010

SIE

Date: 10/1/2018

Series 7

Date: 6/23/2010

Series 6

Date: 2/23/2010

Series 24

Date: 8/2/2010

Current Firm

FIDUCIARY SOLUTIONS LLC

Contact information

Documents

Red Flags

Company Information

FIDUCIARY SOLUTIONS LLC

TRUST BUT VERIFY

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