Jeffries Capital Management, LLC

Jeffries Capital Management, LLC (CRD# 113190) is a financial advisory firm headquartered in , . They manage $62,620,251 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $10,436,709
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

CA

Financial Advisors at Jeffries Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Steven B. Jeffries
CRD#: 1186725
Atherton, CA
96
Wealthminder
score

Steven Jeffries (CRD# 1186725) is an Investment Advisor Representative working at Jeffries Capital Management, LLC in Atherton, CA and has over 23 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.