John R. Jeffrey

PITCAIRN

CONSHOHOCKEN, PA 19428

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CRD#: 7617417

Professional summary

John Richard Jeffrey is a registered financial advisor currently at PITCAIRN located in Conshohocken, Pennsylvania.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. John has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Richard Jeffrey's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 8, 2025 - Present

PITCAIRN

Office #1: Eight Tower Bridge 161 Washington Street Suite 801, Conshohocken, PA, 19428

RIA

CRD#: 333260

CONSHOHOCKEN, PA

Past

May 26, 2023 - August 7, 2024

RKL PRIVATE WEALTH

RIA

CRD#: 122693

LANCASTER, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PITCAIRN

PITCAIRN | PWA | PITCAIRN WEALTH ADVISORS LLC

CRD#: 333260 / SEC#: 801-131329

RIA

Registered Investment Advisory firm - (10/23/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(1/8/2025)

IAR

Pennsylvania
(1/8/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/26/2023

Uniform Investment Adviser Law Examination

Current Firm

PITCAIRN

PITCAIRN | PWA | PITCAIRN WEALTH ADVISORS LLC

CRD#: 333260 / SEC#: 801-131329

RIA

Registered Investment Advisory firm - (10/23/2024 Approved)

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Contact information

Main Address

Eight Tower Bridge 161 Washington Street Suite 801, Conshohocken, PA, 19428

Mailing Address

Phone number

(215) 881-6144

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PITCAIRN ADV 2A JULY 21 2025 (7/21/2025)

Regulatory assets under management

Total Number of Accounts	148
AUM (Assets Under Management)	$ 775,801,961

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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John R. Jeffrey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Richard Jeffrey's CRS (Customer Relationship Summary).

Certified licenses

Experience

PITCAIRN

RKL PRIVATE WEALTH

Primary Firm SEC Registration

PITCAIRN

State Registrations and Notice Filings

Exams

Series 65

Date: 5/26/2023

Current Firm

PITCAIRN

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PITCAIRN

TRUST BUT VERIFY

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