A complete list of active advisors currently associated with Jefferson Asset Management

Warmer can help you find a great advisor at Jefferson Asset Management or one who fits your needs even better.

Jefferson Asset Management provides discretionary investment management primarily for individual and retirement accounts and also reports serving a broad array of institutional client types, including banks, trusts, investment companies, charitable organizations, corporations, and pension plans. The firm manages only discretionary accounts and reports just over $10 million in discretionary assets under management. The firm uses both fundamental and technical analysis and generally pursues long-term holdings while reviewing accounts on a weekly basis and conducting formal portfolio reviews monthly, with custodial statements delivered quarterly. With client approval it may employ margin, and it executes trades through the advisory platforms of Charles Schwab and Interactive Brokers. Compared with similarly small independent advisors, the firm is atypical in that it does not function strictly as a solo practitioner: the principal devotes roughly 75% of time to advisory services and spends the remainder overseeing other business ventures, and the firm’s client base is broader than is typical for a single-advisor practice. The brochure also discloses that the firm will not accept proxy-voting authority, that the advisor trades personally in securities also recommended to clients, and that it receives no compensation from its chosen custodians.

To learn more about the advisors currently working at Jefferson Asset Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.