# John Jeffries

> John Jeffries is a fee-only financial advisor at M3 Advisory Group in Dover, Massachusetts. John focuses on family wealth transfer. M3 Advisory Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/john-jeffries/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** M3 Advisory Group
- **Based in:** Dover, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $342M across 671 accounts
- **Specialties:** Family wealth transfer
- **CRD:** 1332202 (https://adviserinfo.sec.gov/individual/summary/1332202)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 63 (2006), Series 65 (2007)
- **Firm size:** 6 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.m3ag.com

## Frequently asked questions

### Is John Jeffries a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and M3 Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does John charge for financial advice?

John's firm, M3 Advisory Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is John Jeffries based?

John Jeffries is based in Dover, Massachusetts.

### What does John specialize in?

John's specialties include family wealth transfer.

### Is John Jeffries registered with the SEC?

Yes. John Jeffries is registered as an investment adviser representative in MA (CRD 1332202), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does M3 Advisory Group manage?

M3 Advisory Group reports $342M across 671 accounts in assets under management.

### How do I contact John Jeffries?

Through John's website, www.m3ag.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1332202): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://m3ag.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.