Profile James Adams
James Adams class of 1963
Yearbook Photo
OFFLINE
7 years ago
James Adams
Bradbury
California
james.adams@smithbarney.com
James Adams

Basic Information

Married
Marisela Cortez (Lincoln High, L.A. class of '63)
A son now 37 and a daughter now 33. Also four grandchildren.

Personal Information

Marisela and I live in Bradbury, CA, just east of Pasadena. We have a bucolic home on 2 acres and frequently see deer, bears, bobcats, foxes, hawks, turkey buzzards - beasts you don't normally see so close to LA. We love it here, and the grandsons love to come and harass the lizards. I took up flying in 1984 and we own a Piper Turbo Lance, a six-seater similar to what John Kennedy planted in the ocean, that we use for vacations and I use to visit my outlying clients - from San Diego to Yakima. We both love flying places in our plane and have had some fantastic trips - Quebec, Charleston, Washington DC, New Orleans (before Katrina), Alaska, Calgary and lots more.

Education & Work

Financial Advisor and Financial Planning Specialist for Smith Barney.
Comments: I worked for ARCO for 32 years - joined up right after college. Left ARCO after BP bought us. I had already become an Enrolled Agent (Enrolled to practice before the IRS - it means I can charge a lot for doing your taxes) and had completed the education requirements for Certified Financial Planner, so I passed the CFP exam and became a Financial Adviser and Financial Planning Specialist (what used to be called a stock broker) with Smith Barney.

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