John Jeffries
M3 Advisory Group · Dover, Massachusetts
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.
Request an introduction to John →
Specialties
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 |
| Assets under management | $342M across 671 accounts |
| SEC registration | Investment adviser representative in MA · CRD 1332202 |
| Exams passed | Series 63 (2006) · Series 65 (2007) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.m3ag.com |
| Profile |
How John's firm compares
- M3 Advisory Group's average account is about $510,000, from its Form ADV (assets managed divided by 671 accounts).
Request an introduction to John
Tell John a little about what you're looking for. John isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about John
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.
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
- M3 Advisory Group website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.