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Nicholas Paul Jeffries

Chief Compliance OfficerM3 Advisory Group, LLCCRD 7704690

About Nicholas Paul Jeffries

Nicholas Paul Jeffries is listed as Chief Compliance Officer at M3 Advisory Group, LLC in Needham Heights, MA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of M3 Advisory Group, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Nicholas Paul Jeffries work?

Nicholas Paul Jeffries is listed as Chief Compliance Officer at M3 Advisory Group, LLC on SEC Form ADV.

How much of M3 Advisory Group, LLC does Nicholas Paul Jeffries own?

Form ADV reports a beneficial ownership band of Under 5%.

M3 Advisory Group, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2023