Cynthia Danielle Jeffries

Commonwealth Financial Network

CRD 3216244

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Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

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

Current Employers

Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

Authority	Category	Status	Date
NH	RA	APPROVED	2025-05-07
MA	RA	APPROVED	2011-03-14

NH RA
APPROVED

Since 2025-05-07
MA RA
APPROVED

Since 2011-03-14

Branch Locations

275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States

Portsmouth, NH • 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
Commonwealth Financial Network	Waltham	MA	11/2007	Present

11/2007 → Present

Commonwealth Financial Network

Waltham, MA

Previous Registrations

2007-08-15 → 2007-11-16

Next Financial Group, Inc.

Nashua, NH

Londonderry, NH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-08-01

S66 Uniform Combined State Law Examination

2007-08-01

Other Names

Cyndi Danielle Jeffries

View on SEC IAPD

Nearby Firms

MONTIS FINANCIAL, LLC

PROSPECT HILL GROWTH PARTNERS, L.P.

BALLENTINE PARTNERS

Nearby Investors

Randall Krail Schaible

TIMOTHY ROBERT BROWN

Nearby Offices

MONTIS FINANCIAL, LLC · WALTHAM, MA

PROSPECT HILL GROWTH PARTNERS, L.P. · WALTHAM, MA

BALLENTINE PARTNERS · WALTHAM, MA

More in Waltham, MA

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