David
Jeffery
Ci Private Wealth
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About this Advisor
David Jeffery is a chartered financial analyst who works out of Dallas, Texas who has 1 year of relevant experience. Jeffery works at Ci Private Wealth. The advisor has gained experience at Rgt Wealth Advisors, American Airlines and Ci Rgt Private Wealth. Jeffery is registered to serve investors in Texas. Ci Private Wealth is a registered investment business based out of Miami, FL. The investment advisory business has offices in 28 locations and a total of 825 people on staff. It handles $95 billion in assets under management across its 79,738 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 504 charities and foundations. Of its 79,738 customer accounts, 51% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules are based on which services the firm provides the client. However, fees billed by Ci Private Wealth most likely include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ci Private Wealth Brokerage Details
$94,617,046,882
825
79,738
$1,186,599
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
David Jeffery Work History
David has been registered as a financial advisor for 1 years.*
Ci Rgt Private Wealth
Rgt Wealth Advisors
American Airlines
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David 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 Ci Private Wealth
New York, NY
Wayne, PA
Itasca, IL
Itasca, IL
Itasca, IL
Itasca, IL
New York, NY
Morristown, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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