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John Daniel Jeffries is a financial advisor professional located in Needham Heights, MA. They specialize in financial advisory. With over 26 years of experience, they bring deep expertise to every client.
John Daniel Jeffries - M3 Advisory Group, Llc holds an active professional license (FINRA CRD) for your protection.
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John Daniel Jeffries operates M3 Advisory Group, LLC in Needham Heights, Massachusetts, bringing 26 years of experience in financial advisory work. He holds a FINRA CRD license (number 1332202), which registers him with the Financial Industry Regulatory Authority. His background spans more than two decades of work in the financial services sector, providing him with substantial experience in the field.
A FINRA CRD license indicates that John Daniel Jeffries is registered with the Financial Industry Regulatory Authority, the primary regulator of securities brokers and firms in the United States. This registration means he has met baseline compliance and qualification requirements to operate in securities and investment advisory capacities. The CRD (Central Registration Depository) system tracks his registration status, disciplinary history, and professional qualifications, providing transparency about his credentials and regulatory standing in the financial services industry.