John Richard Jeffrey
Investment adviser representative at Pitcairn
12 yearsExperience
2 statesRegistered in
$5.9BFirm assets
1 yearFirm in business
Are you John Richard Jeffrey? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- PitcairnJan 2025 to now
- Pitcairn Wealth AdvisorsJan 2025 to now
- Pitcairn Trust CompanyAug 2024 to Dec 2025
- Rkl Wealth ManagementMay 2022 to Aug 2024
- Pennsylvania State UniversityAug 2018 to May 2022
- Palmyra Area High SchoolAug 2014 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (MD, PA).
Pitcairn
Legal name: Pitcairn Wealth Advisors LLC
$5.9BAssets managed
330Clients
40Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7617417
- Firm CRD
- 333260