John Daniel Jeffries

Employer firm

M3 Advisory Group, LLC CRD 156208

$342M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/2011 → Present
  M3 Advisory Group, Llc
  Boston, MA

Previous Registrations

• 2007-02-07 → 2011-03-11
  Lpl Financial Llc
  Atkinson, NH

Other Businesses

1. M3 ADVISORY GROUP LLC,9 MEETING HOUSE HILL RD DOVER,MA 02030-IAR/MANAGING DIRECTOR , 11/2010, INVESTMENT RELATED, FINANCIAL SERVICES, 50 HRS/WEEK 2. TRUSTEE FOR THE PRATT FAMILY TRUST.NOT-INVESTMENT RELATED,10 HOURS/WEEK 3. THE COTTAGE, 190 LINDEN ST, WELLESLEY MA, INVESTOR, NO DUTIES, 11/2010. 4. MARK SCIANTI- 1985 JOINT SALES OF LIFE INSURANCE, BROOK STREET, WELLESLY MA. NOT INVESTMENT RELATED, INDLUCES NYLIFE (03/2009) 10 HRS PER MONTH. 5. M3 EQUITY ADVISORS LLC, 9 MEETING HOUSE HILL RD, DOVER MA 02030-MANAGING DIRECTOR, OWNER, INVESTMENT RELATED, LIFE, HEALTH, DISABILITY, ANNUITY, 120HRS PM. 6. MOBIEUS SYSTEMS, 470 ATLANTIC AVE BOSTON MA 02210-BOARD OF DIRECTOR, 10 HRS/WEEK 7. TOWN OF DOVER, NON INVEST. RELATED; DOVER, MA; SELECTMAN; 4 HRS/MONTH

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-02-05
• S63 Uniform Securities Agent State Law Examination
  2006-09-08

Other Names

• John D Jeffries