Jefferson Asset Management

Overview

Jefferson Asset Management is an independent, individually owned registered investment adviser that provides portfolio management primarily for individuals, families and small-business clients. The firm charges fees based on a percentage of assets under management and reports a client base that includes both individual & family and institutional relationships. Its advisory remit centers on discretionary portfolio management rather than pension consulting or multi-state advisory programs, and it does not identify as an active ESG investor. Regulatory details such as the adviser’s SEC registration year are not provided. The firm is not described as a capital allocator or a related adviser, which suggests it relies on external managers or standard packaged products for portions of its alternative exposure rather than operating a separate allocation vehicle in-house.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices