Be advised. This firm is no longer registered.

Jeffery Asset Management LLC

Jeffery Asset Management LLC (CRD# 116405) is a financial advisory firm headquartered in New York, NY. They manage $420,656,114 in 32 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    421
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $13,145,504
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, LA, NY, TX

Financial Advisors at Jeffery Asset Management LLC
No Advisor Found.
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