Meet M3 Advisory Group
Our Story
At M3 Advisory Group, we believe that a holistic approach to wealth management is in the best interest of our clients. We believe in process. That gaining and maintaining financial control requires a disciplined and consistently applied process.
We believe it is as important to protect in down markets as it is to participate in up markets. That preserving capital in down markets will make a material difference to our clients' outcomes.
We believe in open-architecture when it comes to managing your assets. We recognize what we do well and, importantly, what others do better.
M3 operates as a fee-only advisor and is a federally registered RIA with the SEC. As such, we are held to a fiduciary standard and required to act in our clients’ best interests at all times.
Our Team
John Jeffries: Managing Director
John Jeffries is the co-founder and Managing Director of M3 Advisory Group LLC. Prior to founding M3, he was a partner with Hancock Partners, LLP. With over 25 years of experience in financial services, Mr. Jeffries specializes in designing, implementing, and executing valuation models for public and private corporations and partnerships.
Mr. Jeffries holds a degree in Political Science from the University of Massachusetts Amherst, an M.B.A. from the Carroll School of Management at Boston College, and the Chartered Life Underwriter (CLU) designation from The American College. He is a Registered Investment Adviser Representative and holds FINRA Series 6, 7, 63, and 65 licenses.
As an active investor and entrepreneur, Mr. Jeffries has interests in The Cottage Restaurant Group and was co-founder of U.S. Seafood Corp., Plymouth Street Partners, and Selective Technology Sales. He brings extensive boardroom and governance experience to his work, currently serving on the Board of Directors at Armstrong Ambulance Corp., a 60-year-old privately held business.
Mr. Jeffries has a distinguished record of public service and community leadership. He serves as Chairman of the Board of Selectmen in Dover, MA, where he was first elected in 2016. He previously served as President and Chairman of the Board of the Wellesley Community Center and completed two terms on the Finance and Budget Committee in Wellesley, Massachusetts.
His other leadership roles include service on the Wellesley Historical Society board and three terms as Co-President of the Dover Sherborn Education Fund.
His philanthropic work focuses on military and veteran causes, including the United States Marine Corps Semper Fi Fund, as well as cancer research through the Pan Mass Challenge.
Mr. Jeffries played football at the University of Massachusetts, where he was a member of three conference champion teams. He is the author of Athletes and Injuries.
Nicholas Jeffries: Chief Compliance Officer
Nicholas Jeffries serves as Chief Compliance Officer at M3 Advisory Group, where he oversees compliance operations while contributing to analyst work, administration, client services, estate planning, and operational functions. Nicholas brings a unique perspective to financial services, combining analytical rigor with a commitment to service developed during eight years in the United States Marine Corps as an infantry Marine.
Nicholas holds a degree in Economics from Boston College and is currently pursuing his Series 65 registration to become an Investment Adviser Representative. His diverse skill set and hands-on approach enable him to support clients across multiple facets of their financial lives.
Outside the office, Nicholas maintains an active lifestyle through CrossFit and Brazilian Jiu-Jitsu, and has completed the Boston Marathon twice. He and his wife Christine live in Medfield, MA, with their son Reece and Quinn, their German Shorthaired Pointer.
Contact Information
Address: 9 Meeting House Hill Rd, Dover, MA 02030
Tel: 781-371-2670
Fax: 781-371-2690
