Jeffery McCormick
Zephyr Advisers · Middleville, Michigan
Jeffery McCormick is a fee-only financial advisor at Zephyr Advisers in Middleville, Michigan. Zephyr Advisers reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Zephyr Advisers |
|---|---|
| Based in | Middleville, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $5.3M across 104 accounts |
| SEC registration | Investment adviser representative in MI · CRD 6296862 |
| Exams passed | Series 63 (2017) · Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Jeffery's firm compares
- Zephyr Advisers's average account is about $51,000, from its Form ADV (assets managed divided by 104 accounts).
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Questions about Jeffery
Is Jeffery McCormick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffery holds no broker registration, and Zephyr Advisers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffery charge for financial advice?
Jeffery's firm, Zephyr Advisers, reports charging a percentage of assets on its SEC Form ADV.
Where is Jeffery McCormick based?
Jeffery McCormick is based in Middleville, Michigan.
Is Jeffery McCormick registered with the SEC?
Yes. Jeffery McCormick is registered as an investment adviser representative in MI (CRD 6296862), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Zephyr Advisers manage?
Zephyr Advisers reports $5.3M across 104 accounts in assets under management.
How do I contact Jeffery McCormick?
Contact details aren't on file yet. Search for Zephyr Advisers.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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