Jennifer L. Adamson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jennifer Lynn Adamson, who also goes by Jennifer Lynn Kostopoulos, was a registered financial professional .
Jennifer is a previously registered financial professional and started their career in finance in 2013. Jennifer had worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 23, 2016 - March 18, 2019
CAPITAL PORTFOLIO ADVISORS, INC.
October 22, 2013 - September 27, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
October 16, 2013 - September 27, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CAPITAL PORTFOLIO ADVISORS, INC.
CRD#: 119708 / SEC#: 801-66444
Contact information
Regulatory assets under management
| Total Number of Accounts | 174 |
| AUM (Assets Under Management) | $ 86,423,713 |
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.
