#137 - From FinTech Sales to Financial Advisor: Clark Jeffries' Journey
What happens when someone who used to sell financial technology decides to become a financial advisor? Clark Jeffries, founder of Jeffries Wealth Management, takes us inside his transition from FinTech sales to running his own independent practice.
After five years at Hidden Levers (later acquired by Orion Advisor Tech), Clark worked closely with hundreds of advisory firms and noticed a major gap. High-earning professionals weren’t being well served—many were managing money on their own, sticking with family advisors, or fielding product pitches from old acquaintances. Clark saw an…
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