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Investment adviser representative · Mariner

Donald B. Jeffery Jr.

CRD 5766270 · Bloomfield Hills, MI

At a glance

Donald B. Jeffery Jr. is an investment adviser representative with Mariner in Bloomfield Hills, MI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Donald’s SEC record dates to 2010, about 16 years ago. Designations on file: Chartered Financial Analyst.

Current advisory firm

  • MarinerSince August 2022Bloomfield Hills, MI · $125B in regulatory assets

SEC adviser record

Registered since
2010 (16 years)
Designations
Chartered Financial Analyst
Exams
–
Registered in
1 state
Also a broker representative
No
Disclosures on record
Yes, see the SEC record

AtlasMembers

Donald’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
1 firmLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

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