Jefferson Asset Management

Overview

Jefferson Asset Management is a small, privately owned advisory firm that provides portfolio management primarily to individuals, families and some institutional clients. The firm charges fees as a percentage of assets under management and focuses on discretionary portfolio management for individuals and small businesses. Jefferson is not registered as a multi-state adviser, does not position itself as a capital allocator, and does not identify as an ESG investor. Ownership is held by an individual owner and the firm's public classification is unclassified. Its operating footprint and regulatory registration year are not reported in the available data.

Assets & Accounts

Investments & Alternatives