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John Jeffords

John A. Jeffords
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

235 Magrath Darby Blvd

Suite 330,

Mount Pleasant, SC 29464

jjeffords@truist.com

Phone 843-722-7811

Fax 843-577-9937

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About me

Background

John "Jack" Jeffords joined Truist in 2011. He brings over 40 years of industry experience including 20 years of branch office supervision to his practice. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Finance
University of South Carolina

Personal Interests

Jack resides in Charleston, S.C, and when not focusing on his investment consulting business, Jack spends extensive time with three generations of extended family. He is directly involved with the issue of human trafficking both here and abroad through the International A-21 organization. Additionally, Jack is very active with medical missions worldwide through Seacoast Church and Palmetto Medical Initiative (PMI) based out of Charleston, S.C. He has participated with teams deployed on numerous mission trips in various locations within South America, Africa and Asia during the last several years. Closer to home, in his spare time, Jack enjoys mountain biking, boating and paddle boarding.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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 and/or wealth 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

Locations

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