John Jeffords

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

Get directions

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About me

Background

Jack is a Senior Managing Director and Financial Advisor with Truist Investment Services, Inc. and the founding partner of The Jeffords Group of Truist Investment Services, Inc. He develops comprehensive investment recommendations for the team’s clients in collaboration with his team of seasoned financial professionals. He offers clients over 40 years of industry experience including 20 years of branch office supervision. His tenure has afforded him the wisdom and ability to help guide clients and his team through moments of uncertainty and adversity. Throughout his career, he has strived to set and address goals for his team, himself, his family, and his clients, always with a strong sense of purpose and discipline.

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

Education

Finance
University of South Carolina
Certified Investment Management Analyst
Wharton School of Business, University of Pennsylvania

Personal Interests

Jack is active with medical missions worldwide through Seacoast Church and Palmetto Medical Initiative (PMI) based out of Charleston, SC. He has participated with teams deployed on numerous mission trips in various locations within South America, Africa, and Asia. He is directly involved with the issue of human trafficking both locally and abroad through the International A-21 organization. Jack is originally from Florence, SC where he has deep family ties. Jack and his wife, Carrie, live in Mount Pleasant, SC where they spend extensive time with three generations of extended family. 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 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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

Locations

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