Jerry Adam
Jerry Adam is a registered investment advisor at Tlg Advisors, INC., based in Summit, NJ, with 33 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning. Their firm serves 6,138 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TLG Advisors is compensated for services based on the value of your portfolio. Advisory fees generally range from 0.80% to 1.75% per year. There may be additional transaction, custody, money manager, or platform fees charged by outside managers and custodians. Fees may be negotiable, and accounts may be aggregated by household to discount fees.
Fees for Starlight Portfolios range from 0.55% to 1.15% to TLG Advisors, plus 0.10% to Advisor Engine, the technology platform provider.
Location
475 Springfield Ave, Summit, NJ, 07901
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Regulatory History (1)
Customer Dispute
January 2019Other Business ActivitiesSells Insurance
Jerry is a managing member at Meritage Wealth Insurance Advisors, spending about a quarter of his time on insurance sales. He is also a partner at Southmark Wealth Management, responsible for sales and life insurance sales, which takes up more than full-time hours. Finally, Jerry is an IAR Rep at TLG Advisors Inc.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
The Leaders Group, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Manequity, INC.Broker
Painewebber IncorporatedBroker
Cigna Securities, INC.Broker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.