Jefferson Asset Management

Overview

Jefferson Asset Management is a small, independently owned registered investment adviser organized as a corporation and state-registered in Missouri. The firm operates on a percentage-of-assets-under-management fee model and focuses on portfolio management for individuals and small businesses. Its client base spans individual and family relationships as well as some institutional clients. Jefferson does not identify as an active ESG investor, is not structured as a capital allocator, and does not present itself as a multistate or pension consulting practice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices