Steven Jefferis
Steven Jefferis is a registered investment advisor at William Blair & Company L.L.C., based in Chicago, IL, with 46 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 38,171 clients with $64B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
The William Blair Building, 150 North Riverside, Chicago, IL, 60606-1594
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2009Customer Dispute
July 1988Other Business Activities
Steven is a part owner of a condo, owns a yacht and buys stocks/boats, is involved in standard bred horse racing, and is the CEO/Managing Partner of Maplewing Farm LLC AirBNB. These activities take up a few hours per week.
Employment History
Current Registrations
William Blair & Company L.L.C.
William BlairBroker
William Blair
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Fifth Third/the Ohio CompanyBroker
Kemper Securities Group, INC.Broker
Prescott, Ball & Turben, INC.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
Vercoe & Company, INC.Broker
State Registrations29 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.
Exams
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