John Jefferson

Background

About John Jefferson

I love what I do. I joined this team in and I knew right away that I would be here for the duration of my career. The vision that David Heidmann, our founder, created for this team fosters an environment of success. Lots of people do what I do, but none are quite like me and my team. I am blessed to be surrounded by an amazing group of professionals. We are an eight person ensemble with unique skills, bench depth, diversity of opinion, and an unlimited desire to help. We pull together our experience and skills in one common effort to help our clients maximize their individual financial goals. We do a great job for our clients and they reward us with long-term relationships and invite us to work with their family, friends and business associates. We have been successfully helping people manage their financial priorities for over three decades. Our track record is unique. Almost all of our clients are multigenerational. Most of our family relationships extend over three generations, and in numerous situations, we are now working with their fourth generation. John R. Jefferson, Jr. Managing Director Wealth Management Advisor john_jefferson@ml.com 512-397-1826 *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*CLU® and Chartered Life Underwriter® marks are the property of The American College, which reserves the sole rights to its use, and is used by permission.