Profile
Jeffrey Sherburne Adams is currently the President & Chief Compliance Officer at AF Advisors, Inc. He previously worked as a Principal at Morgan Stanley Investment Management, Inc. from 1998 to 2004 and as a Principal at Citigroup Global Markets, Inc. (Investment Management) from 2004 to 2009.
Jeffrey Sherburne Adams active positions
Companies | Position | Start |
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AF Advisors, Inc.
AF Advisors, Inc. Investment ManagersFinance AF Advisors, Inc. (dba Adams Ashby Financial Advisors) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Sacramento, California. Founded in 2009, Adams Ashby Financial Advisors provides objective financial planning to help clients build, manage, grow and protect their assets through life’s transitions. | Chief Executive Officer | 2009-03-31 |
Former positions of Jeffrey Sherburne Adams
Companies | Position | End |
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Citigroup Global Markets, Inc. (Investment Management)
Citigroup Global Markets, Inc. (Investment Management) Investment ManagersFinance Citigroup Global Markets, Inc. (Investment Management) (CGMI-IM) is the investment management division of Citigroup Global Markets, Inc., a registered broker-dealer headquartered in New York City. The firm was founded in 1964 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI provides a variety of services designed to meet the varying investment advisory and related needs of individual and institutional clients. | Corporate Officer/Principal | 2009-03-31 |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Corporate Officer/Principal | 2004-09-30 |
Experiences
Positions held
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Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Finance |
AF Advisors, Inc.
AF Advisors, Inc. Investment ManagersFinance AF Advisors, Inc. (dba Adams Ashby Financial Advisors) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Sacramento, California. Founded in 2009, Adams Ashby Financial Advisors provides objective financial planning to help clients build, manage, grow and protect their assets through life’s transitions. | Finance |
Citigroup Global Markets, Inc. (Investment Management)
Citigroup Global Markets, Inc. (Investment Management) Investment ManagersFinance Citigroup Global Markets, Inc. (Investment Management) (CGMI-IM) is the investment management division of Citigroup Global Markets, Inc., a registered broker-dealer headquartered in New York City. The firm was founded in 1964 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI provides a variety of services designed to meet the varying investment advisory and related needs of individual and institutional clients. | Finance |
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