Jeffries Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 323385
- Website
- www.jeffrieswealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Jeffries Wealth Management is an independent, owner-operated RIA organized as an LLC that focuses on individual and family clients. The firm provides financial planning and portfolio management for individuals, small businesses and other business or institutional clients. It also acts as a capital allocator, selecting third‑party advisers and external managers, and offers educational seminars and workshops. The firm charges a mix of fee arrangements — percentage of AUM, hourly fees and fixed fees — and indicates it incorporates ESG considerations into its investment process. Services emphasize advisory work for private clients rather than institutional pension consulting or related-adviser arrangements.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- Exchange Traded Equities16%
- Cash & Cash Equivalents16%
- US Government Bonds13%
Owners & executives
1 of 1
Clark Jeffries
CEO and FounderCRD 7629410
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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