James
Jeffery
Procyon Advisors, LLC
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About this Advisor
James Jeffery is a financial advisor based in New York, New York, working with Procyon Advisors, LLC. James has previously held positions at Jeffery Asset Management, LLC, Solaris Group, and Procyon Private Wealth Partners, LLC. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut, New York, and Texas. Currently, James is part of Procyon Advisors, LLC, which operates out of New York, New York. The firm has 5 offices and 41 employees. The firm manages assets totaling $6.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. The fee structure at Procyon Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Procyon Advisors, LLC Brokerage Details
$6,278,719,354
41
4,077
$1,540,034
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
James Jeffery Work History
Procyon Private Wealth Partners, LLC
Solaris Group
Jeffery Asset Management, LLC
Disclosures
Please visit the SEC profile of James Jeffery to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Procyon Advisors, LLC
Shelton, CT
Melville, NY
Melville, NY
Shelton, CT
Shelton, CT
Shelton, CT
Shelton, CT
Melville, NY
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