Margaret Strong Jeffries

Employer firm

Manning & Napier Advisors, LLC CRD 105992

$17.0B regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2012 → 02/2018
  Manning & Napier Advisors, Llc
  Fairport, NY
• 11/2012 → Present
  Manning & Napier Investor Services, Inc.
  Fairport, NY
• 05/2011 → Present
  Blue Apple Productions, Inc.
  Rochester, NY
• 02/2018 → 01/2020
  Manning & Napier Advisors, Llc
  Fairport, NY
• 01/2020 → Present
  Manning & Napier Advisors, Llc
  Fairport, NY

Other Businesses

EMPLOYEE OF MANNING & NAPIER ADVISORS, LLC, AN AFFILIATED REGISTERED INVESTMENT ADVISOR. BLUE APPLE PRODUCTIONS, INC. - PART-TIME EVENT COORDINATOR: 05/2011 - PRESENT, NON-INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS).

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-02-01

Designations

• Certified Financial Planner