Jeffries Wealth Management

Jeffries Wealth Management (CRD# 323385) is a financial advisory firm headquartered in , . They manage $1,262,763 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.jeffrieswealth.com
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $60,132
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Jeffries Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Clark Jeffries, financial advisor Marietta GA
Clark D. Jeffries
CRD#: 7629410
Marietta, GA

Clark Jeffries (CRD# 7629410) is an Investment Advisor Representative working at Jeffries Wealth Management in Marietta, GA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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