Founder, Managing Director · M3 Advisory Group, LLC
John D. Jeffries
CRD 1332202 · Named on Form ADV at one SEC-registered adviser
At a glance
M3 Advisory Group, LLC, an SEC-registered wealth manager with $342 million in regulatory assets, lists John D. Jeffries on its Form ADV as Founder, Managing Director, a control person.
Firms and roles
- M3 Advisory Group, LLCFounder, Managing DirectorWealth manager · United States · $342M in regulatory assets
AtlasMembers
John’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Nicholas P. JeffriesChief Compliance Officer, M3 Advisory Group, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.