Adam John Jefferis is listed as Vice President at Retirement Planology, Inc. in Alexandria, VA. Form ADV reports a beneficial ownership band of 10-25%.
Reported ownership
Owns 10-25% of Retirement Planology, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Adam John Jefferis work?
Adam John Jefferis is listed as Vice President at Retirement Planology, Inc. on SEC Form ADV.
How much of Retirement Planology, Inc. does Adam John Jefferis own?
Form ADV reports a beneficial ownership band of 10-25%.