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professional profile

Jennifer M Adams, CFP

AgentIAR Waltham, MA CRD 3080965 Last verified October 2026

Overview

Jennifer M Adams is an insurance agent and an investment adviser representative based in Waltham, MA, with 28 years in the industry.

Years in the industry
28
States licensed
2
States registered
2
Carrier appointments
1

Contact

2 business emails and 3 phone numbers on file

Registrations and licenses

  • Licensed in 2 states
  • Registered in 2 states
  • Producer
  • Series 63

3 lines of authority, with every state and its dates

Firms

Employment history since 2010

Carriers

1 active carrier appointment

Book and practice

Firm assets under management on file

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