Aaron Frederick Jeffries

Employer firm

Nicholas Hoffman & Company, LLC CRD 144516

$8.26B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Nicholas Hoffman & Company, Llc

Two Midtown Plaza 1349 West Peachtree Street St. Nw, Suite 1050, Atlanta, GA 30309-2929 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2025-03-10

GA RA
APPROVED

Since 2025-03-10

Branch Locations

Two Midtown Plaza 1349 West Peachtree Street St. Nw, Suite 1050, Atlanta, GA 30309-2929 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Suntrust Investment Services, Inc	Atlanta	GA	07/2013	04/2019
Nicholas Hoffman & Company, Llc	Atlanta	GA	02/2025	Present
Self-Employed	Atlanta	GA	04/2019	02/2025

07/2013 → 04/2019

Suntrust Investment Services, Inc

Atlanta, GA
02/2025 → Present

Nicholas Hoffman & Company, Llc

Atlanta, GA
04/2019 → 02/2025

Self-Employed

Atlanta, GA

Other Businesses

Mr. Jeffries owns and spends approximately 2 hours per month managing and marketing a rental property located in Atlanta, Georgia. This activity began in 2014 and is not investment-related.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-02-13
S63	Uniform Securities Agent State Law Examination	2011-08-30

S65 Uniform Investment Adviser Law Examination

2025-02-13
S63 Uniform Securities Agent State Law Examination

2011-08-30

Other Names

Aaron F. Jeffries

View on SEC IAPD