Jeffries Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,680,798
Clients
34
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
34
TypicalAverage account size
$78,847
About
Jeffries Wealth Management is an independent, single-advisor registered investment adviser serving a small client base that includes individuals as well as pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm offers financial planning and consulting, discretionary investment management (including allocation to unaffiliated sub‑advisers), occasional educational seminars, and recommendations of private investment funds for qualified investors.
The firm constructs diversified portfolios across equities, fixed income, real assets and cash using mutual funds, ETFs, individual stocks and bonds, and may implement options and, in limited circumstances, margin to meet client objectives; it also describes tax-aware practices such as tax-loss harvesting and account-level tax placement. Jeffries Wealth Management conducts annual or event‑driven account reviews, provides periodic written reports summarizing account activity and performance, and retains discretionary authority to hire or replace sub‑advisers when appropriate.
Noteworthy differences from many peers include the firm’s stated provision of educational seminars on retirement, estate and tax topics, its management of institutional‑type accounts (e.g., retirement plans), and its readiness to recommend private and alternative funds with higher minimums and limited liquidity. The brochure also documents use of derivatives-related strategies (options and funds that may employ derivatives) in client accounts and discusses sub‑adviser performance histories and periodic performance reporting.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Retirement plan services
Expertise
Tax-loss harvesting
ESG / Sustainable investing
Concentrated stock management
Retirement income strategy
Private / alternative investments
Fee options
Financial planning flat fees up to $15,000, negotiable
Maximum 1.5% annually, negotiable
Up to $350 per hour, negotiable
Fee-only: Financial planning fees up to $15,000 flat fee or up to $350 per hour, negotiable
Main office location
Jeffries Wealth Management
Marietta GA, United States
Number of offices
1
Most active in
Jeffries Wealth Management has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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