AdvisorOS Directory
Claim Profile
Unclaimed Profile
JJ

John Daniel Jeffries

M3 ADVISORY GROUP, LLC·NEEDHAM HEIGHTS, Massachusetts
SIE, Series 6, Series 7, Series 63, Series 6519 years registeredM3 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 · 19 years registered
Brand Profile
Not yet started
01

Career History

M3 ADVISORY GROUP, LLC
Mar 2011 – present
LPL FINANCIAL LLC
Feb 2007 – Mar 2011
WILMINGTON, MA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · February 7, 2007
Years registered · 19
03

Disclosure History

2009Customer Dispute·Denied
2002Employment Separation After Allegations

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
M3 ADVISORY GROUP, LLC
CRD 156208 · SEC 801-120905
AUM
$279M
Regulatory assets under management
Employees
8
563 client accounts
Services offered by M3 ADVISORY GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at M3 ADVISORY GROUP, LLC →
Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NEEDHAM HEIGHTS?

Browse all registered financial advisors in NEEDHAM HEIGHTS, Massachusetts or claim this profile if it's yours.

Browse NEEDHAM HEIGHTS AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at M3 ADVISORY GROUP, LLC

Mark William Scionti
NEWTON, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
City Guides
BOSTON GuideWELLESLEY GuideWALTHAM GuideBRAINTREE GuideSPRINGFIELD Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile