Michael Jeffers, financial advisor Beverly Hills CA

Michael Jeffers

CRD Number: 6289804
Current Firm: Three Jay Partners

Michael Jeffers (CRD# 6289804) is an Investment Advisor Representative working at Three Jay Partners in Beverly Hills, CA and has over 9 years of experience in the finance industry.

Similar Advisors
Brandon Averill, financial advisor Beverly Hills CA
Brandon L. Averill
CRD# 5781614
Awm Capital, LLC
Similar Advisors
John Defonso, financial advisor Beverly Hills CA
John P. Defonso
CRD# 6406556
Aqua Capital Advisors
Similar Advisors
Jason Stein, financial advisor Beverly Hills CA
Jason A. Stein
CRD# 6232434
Bluepoint Wealth Advisors
Company Name Location Dates Years
Sunset Blvd Capital Llc D.b.a. Three Jay Partners Beverly Hills, CA Oct 2014 - Current 9
Sunset Blvd Capital Llc D.b.a. Three Jay Partners Beverly Hills, CA Sep 2014 - Current 9
Boustead Securities Irvine, CA Feb 2016 - Oct 2017 1
Equinox Securities, Inc. Redlands, CA Mar 2014 - Nov 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Michael C. Jeffers
Phone Number: 312-672-9491
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

Ready to hire a financial advisor? Get competitive proposals from Michael Jeffers and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.