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David Timothy Jeffrey

STEPSTONE GROUP LP·LA JOLLA, California
Unclaimed Profile
4275 EXECUTIVE SQUARE, LA JOLLA, CA 92037CRD# 5508360Firm CRD# 143635
01

About

David Timothy Jeffrey is a registered financial advisor based in LA JOLLA, California, affiliated with STEPSTONE GROUP LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
STEPSTONE GROUP LP
STEPSTONE GROUP LP
AUM
$85.7B
Regulatory assets under management
Employees
689
Total firm employees
View all advisors at STEPSTONE GROUP LP →
Services
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5508360
Firm CRD# 143635
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Timothy Jeffrey offer?
David Timothy Jeffrey specializes in Retirement Planning, Wealth Management. Contact their office in LA JOLLA, California for a consultation.
What are David Timothy Jeffrey's credentials?
David Timothy Jeffrey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Timothy Jeffrey located?
David Timothy Jeffrey is based in LA JOLLA, California, working with STEPSTONE GROUP LP. Their office serves clients in the LA JOLLA metropolitan area and surrounding communities.
How does David Timothy Jeffrey charge for services?
David Timothy Jeffrey's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STEPSTONE GROUP LP?
STEPSTONE GROUP LP has approximately 689 employees and manages $85.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STEPSTONE GROUP LP

Ronald Jay Rose
LA JOLLA, CA
Thomas Alcott Bradley
LA JOLLA, CA
Thomas Porter Keck
LA JOLLA, CA
Antoinette Marie Keck
LA JOLLA, CA
Deidre Alice Buddin
LA JOLLA, CA
Mark Maruszewski
LA JOLLA, CA

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Research
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