The Jeffords Group of Truist Investment Services, Inc. The Jeffords Group of Truist Investment Services, Inc.

The Jeffords Group of Truist Investment Services, Inc.

235 Magrath Darby Blvd

Suite 330,

Mount Pleasant, SC 29464

The_Jeffords_Group@Truist.com

Phone 843-722-7812

Get directions

See all locations

Who we are

For over four decades, The Jeffords Group of Truist Investment Services, Inc. has served private business owners, entrepreneurs, corporate executives, family offices, private foundations, retired clientele, companies and select government entities. We represent ultra-high net worth and high net worth clients, assisting with the preservation and growth of significant wealth. Our team of distinguished financial professionals specializes in and offers fully customized investment management. We place great emphasis on understanding our clients’ unique vision and expectations before customizing an investment strategy. 

The team’s client base has grown primarily from referrals, the highest compliment for a wealth management team. We attribute this success to our unwavering commitment to each of our valued client relationships through our signature high-touch client services. The Jeffords Group is committed to serving you and future generations: navigating and simplifying the complexities of financial investments.
Check the background of this investment professional on FINRA's BrokerCheck

Specialties

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Top-notch service delivery and support for the private banking needs of business-owners

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

John Jeffords
John Jeffords
Financial Advisor
Senior Managing Director
 See more
Adam Bloomberg
Adam Bloomberg
Financial Advisor
Vice President
 See more
Michael Clemente
Michael Clemente
Registered Client Service Associate II
Brianna Pedraza
Brianna Pedraza
Client Service Associate
We focus on high-conviction investment ideas with a deep understanding of the underlying assets and dynamics. We cannot control markets, but we can allocate money where we think it'll be best treated. We believe the management of risk and an emphasis on low volatility is responsible for superior performance over time. We do not subscribe to models based on historic returns. Rather, we focus on engaging client specific investment allocations comprised of forward-looking, common-sense strategies. We seek to engage investments as opportunity permits and at prices we believe are favorable.
  
Equity Management: We believe proper equity management is best executed by engaging a third-party investment manager with a proven and audited track record. We personally interview managers exhibiting top decile risk adjusted performance metrics. Ultimately, we only select a provider who has a combination of characteristics to be what we consider ‘best-in-class’.  For clients’ core equity management, we emphasize engaging a portfolio comprised of companies exhibiting consistent earnings, dividends, and cash flow growth.

Fixed Income & Cash Management: We provide in-house management and access to individual fixed income securities and strategy. Our cash management program directly addresses idle cash in a liquid, favorable return, and cost-efficient format

Open Architecture Platform: Along with traditional investments, we provide clients additional investment opportunities including but not limited to liquid alternatives, private equity and debt offerings, hedge funds, syndicate, and IPO offerings. 

Coordination with Your Trusted Advisors: A coordinated effort with our clients’ planning, tax*, and risk advisors is of paramount importance to their success. We aim to build a trusted relationship with our clients and their advisors to holistically address their finances.


*Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.
    {0}

    {0}

    {2}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {2}
    {6}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}

    Locations

    Loading location info...
    Return to list view

    Location data unavailable at this time. We apologize for the inconvenience.

    Map

    {0}

    {1}

    {2}

    Office hours

    {5}

    Phone {3}
     Fax {4}

    {0} {1}
    Component ID : "accordionGridLayout-180858428"
    Model : "disclaimer"
    Position : "left"

    Disclosures

    Truist Bank, Member FDIC. © 2024 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.

    Equal Housing Lender

    Investment and Insurance Products:

    • Are Not FDIC or any other Government Agency Insured
    • Are Not Bank Guaranteed
    • May Lose Value

    Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., which is a SEC registered broker-dealer, member FINRA, SIPC, and a licensed insurance agency. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC., each SEC registered investment advisers.

    Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

    Comments regarding tax implications are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

    "Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist, Truist Investment Services, Inc., and/or Truist Advisory Services, Inc. Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are trade names used by Truist Bank, Truist Investment Services, Inc., and Truist Advisory Services, Inc.

    Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist Financial Corporation and its subsidiaries. All rights reserved. Securities and strategic advisory services are provided by Truist Securities, Inc., member FINRA and SIPC. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank. Deposit products are offered by Truist Bank.

    Applications, agreements, disclosures, and other servicing communications provided by Truist Bank and its subsidiary businesses will be provided in English. As a result, it will be necessary for customers to speak, read and understand English or to have an appropriate translator assisting them. Truist offers the following resources for consumers that have Limited English Proficiency:

    • Multilingual teammates available at our Multicultural Banking Centers
    • Materials for some products and services are available in Spanish, Korean, Vietnamese, Mandarin, and other languages spoken in the communities we serve.
    • Phone assistance in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages please speak to a representative directly.

    New York City residents:

    Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

    • Limited English Proficiency Support
    • New York City residents

    Borrowers with Limited English Proficiency (LEP) needing information can use the following resources:

    Site footer

    Footer Navigation

    Banking products
    About Truist
    Resources
    Support

    © 2024, Truist. All Rights Reserved.