JEFFERSON ASSET MANAGEMENT

JEFFERSON ASSET MANAGEMENT is an SEC-registered investment adviser (CRD 116222). Regulatory assets under management: $10.7M.

Registration

• CRD: 116222
• Type: Registered investment adviser
• Phone: 314-283-0135
• Latest filing: 2026-07-25
• Regulatory AUM: $10.7M
• Discretionary AUM: $10.7M
• Clients: 1
• Accounts: 32

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 116222 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search