RIA Intel›Advisers›California›JEFFREY JOSEPH MANAGEMENT, INC.

JEFFREY JOSEPH MANAGEMENT, INC.

Advisory

CA

Data as of Jan 22, 2026 · Source: SEC Form ADV

Rank in CA

#2,821

of 5,480 advisers by AUM

Average account

$1M

across 78 accounts

AUM per adviser

$99M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 22, 2026.

Total AUM

$99M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$99M

Discretionary AUM$99M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients35

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

35 clients

21 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

NEWPORT BEACH, CA

$99M

ROYAL AMERICAN FINANCIAL ADVISORS, LLC

$99M

PEAK WEALTH ADVISORS, INC.

SAN LUIS OBISPO, CA

$99M

BOWMAN & COMPANY, LLP

$99M

ANCHOR WEALTH MANAGEMENT, LLC

$98M

NEW ECONOMY CAPITAL MANAGEMENT LLC

$98M

Get the full picture on JEFFREY JOSEPH MANAGEMENT, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track JEFFREY JOSEPH MANAGEMENT, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans