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Inactive

John Richard Jeffrey

Pitcairn

Conshohocken, PA

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Current Employers
Pitcairn

Eight Tower Bridge, 161 Washington Street Suite 801, Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-08
PA RA APPROVED 2025-01-08
  • MD RA
    APPROVED
    Since 2025-01-08
  • PA RA
    APPROVED
    Since 2025-01-08

Branch Locations

Eight Tower Bridge, 161 Washington Street Suite 801, Conshohocken, PA 19428 • 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
OrganizationCityStateFromTo
Pitcairn Trust Company Conshohocken PA 08/2024 12/2025
Rkl Wealth Management Lancaster PA 05/2022 08/2024
Pennsylvania State University State College PA 08/2018 05/2022
Palmyra Area High School Palmyra PA 08/2014 07/2018
Pitcairn Wealth Advisors Conshohocken PA 01/2025 Present
  • 08/2024 → 12/2025
    Pitcairn Trust Company
    Conshohocken, PA
  • 05/2022 → 08/2024
    Rkl Wealth Management
    Lancaster, PA
  • 08/2018 → 05/2022
    Pennsylvania State University
    State College, PA
  • 08/2014 → 07/2018
    Palmyra Area High School
    Palmyra, PA
  • 01/2025 → Present
    Pitcairn Wealth Advisors
    Conshohocken, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-26
  • S65 Uniform Investment Adviser Law Examination
    2023-05-26

View on SEC IAPD

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Other Offices

WELLS FARGO CLEARING SERVICES, LLC · CONSHOHOCKEN, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · Conshohocken, PA
ARSENAL CAPITAL ADVISORS LLC · CONSHOHOCKEN, PA
UBS FINANCIAL SERVICES INC. · CONSHOHOCKEN, PA
INDEPENDENT FINANCIAL PARTNERS · Conshohocken, PA
HBKS WEALTH ADVISORS · CONSHOHOCKEN, PA
WILLIAM BLAIR · CONSHOHOCKEN, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CONSHOHOCKEN, PA

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