Family Wealth Analyst
Current
Aug 2024 - Present
AeroLeads people directory · profile
John Jeffrey Email & Phone Number
Family Wealth Analyst
at
Pitcairn
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Family Wealth Analyst
Location
Jenkintown, Pennsylvania, United States
Company size
Who is John Jeffrey? Overview
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Quick answer
John Jeffrey is listed as Family Wealth Analyst at Pitcairn, a with 85 employees, based in Jenkintown, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for John Jeffrey.
John Jeffrey previously worked as Wealth Analyst | RKL Wealth Management LLC at Rkl Llp and Server at What If Of Hershey. John Jeffrey holds Finance from Penn State University.
Company email context
Email format at Pitcairn
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Pitcairn
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Profile bio
About John Jeffrey
I graduated from the Smeal College of Business at Penn State with a degree in finance in May 2022. I am passionate about investing and entrepreneurship. I love to learn and I aspire to serve and help people throughout my career. I have recently joined RKL Wealth Management as a wealth analyst (May 2022).Investment advisory services offered through RKL Wealth Management LLC. Consulting and tax services offered through RKL LLP. RKL Wealth Management LLC is a subsidiary of RKL LLP.
Current workplace
John Jeffrey's current company
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Pitcairn
5 roles
John Jeffrey work experience
A career timeline built from the work history available for this profile.
Family Wealth Analyst
Wealth Analyst | Rkl Wealth Management Llc
May 2022 - Aug 2024
Server
Dec 2016 - Aug 2024
Branch Service Associate
Nov 2021 - Apr 2022
Team & coworkers
Colleagues at Pitcairn
Other employees you can reach at pitcairn.com. View company contacts for 85 employees →
KA
Kevin A. Mcnerney
Colleague at PitcairnMclean, Virginia, United States
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CS
Craig Schmauder, Cfp®
Colleague at PitcairnVincentown, New Jersey, United States
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JM
Jock Mccreary
Colleague at PitcairnPitcairn, Pennsylvania, United States
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AM
Alice Milrod
Colleague at PitcairnFort Washington, Pennsylvania, United States
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PT
Pedrinha Tv Undefined
Colleague at PitcairnMarília, São Paulo, Brazil
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DC
Derek Cavanaugh, Cfp®
Colleague at PitcairnGreater Philadelphia, United States
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AC
Ashley Cirillo
Colleague at PitcairnJenkintown, Pennsylvania, United States
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JG
Jay Goetschius
Colleague at PitcairnJupiter, Florida, United States
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BK
Brian Kelly, Cpa
Colleague at PitcairnBensalem, Pennsylvania, United States
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PM
Pitcairn-Dorsie Matthews
Colleague at PitcairnNew York, United States
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Kevin A. Mcnerney
Colleague at PitcairnMclean, Virginia, United States
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CS
Craig Schmauder, Cfp®
Colleague at PitcairnVincentown, New Jersey, United States
View →
JM
Jock Mccreary
Colleague at PitcairnPitcairn, Pennsylvania, United States
View →
AM
Alice Milrod
Colleague at PitcairnFort Washington, Pennsylvania, United States
View →
PT
Pedrinha Tv Undefined
Colleague at PitcairnMarília, São Paulo, Brazil
View →
DC
Derek Cavanaugh, Cfp®
Colleague at PitcairnGreater Philadelphia, United States
View →
AC
Ashley Cirillo
Colleague at PitcairnJenkintown, Pennsylvania, United States
View →
JG
Jay Goetschius
Colleague at PitcairnJupiter, Florida, United States
View →
BK
Brian Kelly, Cpa
Colleague at PitcairnBensalem, Pennsylvania, United States
View →
PM
Pitcairn-Dorsie Matthews
Colleague at PitcairnNew York, United States
View →
1 education record
John Jeffrey education
FAQ
Frequently asked questions about John Jeffrey
Quick answers generated from the profile data available on this page.
What company does John Jeffrey work for?
John Jeffrey works for Pitcairn.
What is John Jeffrey's role at Pitcairn?
John Jeffrey is listed as Family Wealth Analyst at Pitcairn.
Where is John Jeffrey based?
John Jeffrey is based in Jenkintown, Pennsylvania, United States while working with Pitcairn.
What companies has John Jeffrey worked for?
John Jeffrey has worked for Pitcairn, Rkl Llp, What If Of Hershey, and Truist.
Who are John Jeffrey's colleagues at Pitcairn?
John Jeffrey's colleagues at Pitcairn include Kevin A. Mcnerney, Craig Schmauder, Cfp®, Jock Mccreary, Alice Milrod, and Pedrinha Tv Undefined.
How can I contact John Jeffrey?
You can use AeroLeads to view verified contact signals for John Jeffrey at Pitcairn, including work email, phone, and LinkedIn data when available.
What schools did John Jeffrey attend?
John Jeffrey holds Finance from Penn State University.
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