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).

Current Firm Details
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
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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