John Jeffries
John Jeffries is a registered investment advisor at M3 Advisory Group, LLC, based in Needham Heights, MA, with 37 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 341 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.65% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Fees may be negotiable at the sole discretion of the Advisor. Certain legacy Clients may have fees that are charged in advance or based on a different fee methodology. Relationships with multiple goals and objectives and other complexities may be charged a higher fee.
Fee Estimator
Location
60 Kendrick Street, Suite 203, Needham Heights, MA, 02494
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2009Employment Separation After Allegations
July 2002Other Business ActivitiesSells Insurance
John is an IAR/Managing Director at M3 Advisory Group LLC, dedicating nearly full-time hours to financial services. He is also a Managing Director and Owner at M3 Equity Advisors LLC, focusing on life, health, disability, and annuity products, also dedicating nearly full-time hours. Additionally, John is a trustee, an investor, a board member, and a selectman, dedicating a few hours per week to each of these roles.
Employment History
Current Registrations
M3 Advisory Group, LLC
Previous Registrations
Fusion Analytics Securities LLCBroker
Herbert J. Sims & CO. INC.Broker
Mutual Securities, INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
LPL Financial LLC
LPL Financial LLCBroker
Cr Broker Services, LLCBroker
Linsco/private Ledger CORP.Broker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.