The Jeffrey Group
Run a free full auditContact Information
-
Address
104 S Main St Suite 848
Greenville, SC 29601 -
Phone
(704) 906-5025 -
Website
thejeffrey.group -
Google Reviews
5.0 out of 5 stars from 2 Google reviews
Location
About The Jeffrey Group
The Jeffrey Group is an investment firm in Greenville, SC. The firm provides personalized investment advice and manages portfolios for clients seeking retirement income. The approach combines traditional investment strategies with a diverse range of strategic assets, including real estate, to create customized portfolios. The firm proactively evaluates portfolio performance and engages in consistent direct interaction with clients to identify strategic activities and adjust for market trends. Jeff Herman leads the team, bringing over 30 years of experience in the financial services industry. He previously served as a representative for Dreyfus Investments and AXA Equitable. Jeff Herman returned to the advisory world in 2013 by taking an ownership stake in Wealth Management Advisors, LLC, an SEC-registered RIA, where he served as Chief Operating Officer and Chief Compliance Officer. He maintains a clean regulatory record with no infractions. The Jeffrey Group emphasizes understanding each client's unique circumstances and risk appetite to shape tailored portfolio recommendations. The business holds a 5.00 rating based on 2 customer reviews.
BizScoreAI awarded the business a Technical score of 95 out of 100. This high rating confirms that the website is technically sound, secure, and indexable. Consequently, search engines can read the site without errors.
Services:
- Alternative Investments
- Comprehensive Portfolio Development
- Investment Advice
- Portfolio Evaluation
- Retirement Planning
- Wealth Management
Score Summary
BizScoreAI scanned the website thejeffrey.group on June 2, 2026. The Jeffrey Group has a BizScore of 53 out of 100. The website audit behind the SEO score ran on October 23, 2026.
- AI Visibility27 out of 100
- SEO77 out of 100
- Google rating5.0 out of 5
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 0 of 25 points, Content Readiness 13 of 30 points, AI Trust Signals 4 of 20 points.
Website audit sub-scores (out of 100): On-Page 65, Technical 100, Performance 70, Content 73.
Strengths: 2 checks passed. AI Crawler Access, AI Content Blocking.
Areas to improve: 11 checks. llms.txt (failed), FAQPage Schema (failed), Content Too Thin (failed), Meta Description (failed), Organization Schema (warning), Speakable Schema (warning), Q&A Content (warning), AI-Parseable Headings (warning), About/Team Page (warning), XML Sitemap (warning), Author Signals (warning).
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Browse: Businesses in Greenville, SC · Investment Service in SC · Businesses in SC
AI engine reads
Read by AI engines 6 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
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