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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-06-2023
- Office Locations
- 1
Office Locations
About Jeffries Wealth Management
Jeffries Wealth Management (Jeffries Wealth) is a Marietta, GA advisory firm focused on planning for accumulators, pairing financial, tax and estate planning with ongoing portfolio management. Portfolios emphasize asset allocation using ETFs, mutual funds and U.S. government/agency bonds, with the ability to incorporate alternatives and digital assets. Independent, founder-led by Clark Danstrom Jeffries; custody through Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 34 clients, or 34 clients per representative. That equates to $78.8K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on June 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
Clark Danstrom Jeffries
Chief Compliance Officer, FOUNDER, Investment Advisor
- CRD
- #7629410
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,680,798 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,680,798 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Jeffries Wealth Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.