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John Daniel Jeffries

M3 ADVISORY GROUP, LLC·NEEDHAM HEIGHTS, Massachusetts
Clean recordM3 ADVISORY GROUP, LLC
60 KENDRICK STREET, NEEDHAM HEIGHTS, MA 02494CRD# 1332202Firm CRD# 156208

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Daniel Jeffries · NEEDHAM HEIGHTS, MA
Registration
CRD #1332202 · M3 ADVISORY GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Daniel Jeffries is a registered financial advisor based in NEEDHAM HEIGHTS, Massachusetts, affiliated with M3 ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
M3 ADVISORY GROUP, LLC
M3 ADVISORY GROUP, LLC
AUM
$279M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at M3 ADVISORY GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1332202
Firm CRD# 156208
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Daniel Jeffries offer?
John Daniel Jeffries specializes in Financial Planning, Investment Management. Contact their office in NEEDHAM HEIGHTS, Massachusetts for a consultation.
What are John Daniel Jeffries's credentials?
John Daniel Jeffries is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Daniel Jeffries located?
John Daniel Jeffries is based in NEEDHAM HEIGHTS, Massachusetts, working with M3 ADVISORY GROUP, LLC. Their office serves clients in the NEEDHAM HEIGHTS metropolitan area and surrounding communities.
How does John Daniel Jeffries charge for services?
John Daniel Jeffries's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is M3 ADVISORY GROUP, LLC?
M3 ADVISORY GROUP, LLC has approximately 8 employees and manages $279M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at M3 ADVISORY GROUP, LLC

Mark William Scionti
NEWTON, MA
Nicholas Paul Jeffries
NEEDHAM HEIGHTS, MA

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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)
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Research
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