Jack Mccaffrey
Jack Mccaffrey is a registered investment advisor at Mfs Institutional Advisors INC., based in Exeter, RI, with 18 years of industry experience. Jack is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 13,555 clients with $110B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.08% |
Fees vary by investment strategy, ranging from 0.08% for certain fixed income strategies up to 0.95% for specialized equity strategies. Fees are negotiable.
Fee Estimator
Location
Exeter, RI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Mfs Institutional Advisors INC.
Mfs Fund Distributors, INC.
Mfs Fund Distributors, INC.Broker
Previous Registrations
Amundi Asset Management US, INC.
Amundi Pioneer Institutional Asset Management, INC.
Amundi Distributor US, INC.Broker
State Registrations4 states
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.