John Daniel Jeffries is listed as Founder, Managing Director at M3 Advisory Group, LLC in Needham Heights, MA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of M3 Advisory Group, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does John Daniel Jeffries work?
John Daniel Jeffries is listed as Founder, Managing Director at M3 Advisory Group, LLC on SEC Form ADV.
How much of M3 Advisory Group, LLC does John Daniel Jeffries own?
Form ADV reports a beneficial ownership band of Over 75%.