Jeffery & Jeffery Capital Management, Inc.

Jeffery & Jeffery Capital Management, Inc. (CRD# 144737) is a financial advisory firm headquartered in , . They manage $5,381,631 in 16 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $336,352
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Jeffery & Jeffery Capital Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
John Jeffery, financial advisor Penfield NY
John M. Jeffery
CRD#: 4360602
Penfield, NY

John Jeffery (CRD# 4360602) is an Investment Advisor Representative working at Jeffery & Jeffery Capital Management, Inc. in Penfield, NY and has 1 year of experience in the finance industry.

2
Lois Jeffery, financial advisor Penfield NY
Lois G. Jeffery
CRD#: 2488152
Penfield, NY

Lois Jeffery (CRD# 2488152) is an Investment Advisor Representative working at Jeffery & Jeffery Capital Management, Inc. in Penfield, NY and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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