Best Jefferies Wealth Management Apps

249+ iOS apps curated and reviewed

4.0 avg rating
20 free apps
Updated August 2026

Out of 249+ jefferies wealth management apps on iOS, 20 are free and the rest sit in the paid tier. This page sorts them so you can compare both sides before you commit.

Compare top Jefferies Wealth Management Apps (August 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Jefferies Wealth ManagementJefferies Wealth ManagementFree5.0★ (1)NoNoMay 2026
2UBS Wealth ManagementUBS Wealth ManagementFree4.8★ (64K)NoNoSep 2026
3TCV Trust & Wealth ManagementTCV Trust & Wealth ManagementFree1.0★ (1)NoNoMay 2026
4H&A Wealth MgmtH&A Wealth MgmtFreeNoNoMay 2026
5SouthState Wealth Client AppSouthState Wealth Client AppFreeNoNoMay 2026
6Schwab MobileSchwab MobileFree4.8★ (1.2M)NoNoSep 2026
7JMFL Private WealthJMFL Private WealthFreeNoNoMay 2026
8SFMG WealthSFMG WealthFreeNoNoJul 2026

Top Picks for Jefferies Wealth Management

UBS Wealth Management#2

UBS Wealth Management by UBS AG

Strong Contender
💰 Finance
4.8😐(64K ratings)
Free
UBS Wealth Management screenshot 1
UBS Wealth Management screenshot 2
UBS Wealth Management screenshot 3
UBS Wealth Management screenshot 4

Manage your finances and investments with a personalized digital experience. Track spending, set budgets, and oversee your UBS-administered equity awards. Designed for existing UBS clients to navigate their financial lives conveniently.

What We Love

  • 🚀 Easy to use
  • 🔒 Secure access
  • 👍 Convenient mobile deposit
  • 🚀 Quick and efficient

Room to Improve

  • 🐛 Buggy and not functional
  • 👎 Limited functionality
  • 👎 Lack of transparency on fees
TCV Trust & Wealth Management#3

TCV Trust & Wealth Management by Wealth Access

Worth Considering
💰 Finance
1.0(1 ratings)
Free
TCV Trust & Wealth Management screenshot 1
TCV Trust & Wealth Management screenshot 2
TCV Trust & Wealth Management screenshot 3
TCV Trust & Wealth Management screenshot 4

This app provides a comprehensive view of your personal finances, allowing you to track investments, view recent transactions, and manage cash flow. It securely aggregates data from over 20,000 institutions and facilitates easy information sharing with advisors.

More Jefferies Wealth Management apps to explore

4
H&A Wealth Mgmt
H&A Wealth Mgmt
H&A Wealth Mgmt
by Hicks & Associates Wealth Management, LLC
Free
💰 Finance
(0)
5
SouthState Wealth Client App
SouthState Wealth Client App
SouthState Wealth Client App
SouthState Wealth mobile
Free
💰 Finance
(0)
6
Schwab Mobile
Schwab Mobile
Schwab Mobile
Own your tomorrow®
Free

Manage your investments, research market trends, and conduct banking all within a single application. Track your portfolio, deposit checks, and trade stocks, ETFs, and options with intuitive tools and real-time insights.

Consolidated account viewMobile check depositIntuitive trade ticket
💰 Finance
(1.2M)
free with in-app purchases
7
JMFL Private Wealth
JMFL Private Wealth
JMFL Private Wealth
JMFL Private Wealth mobile app
Free
💰 Finance
(0)
8
SFMG Wealth
SFMG Wealth
SFMG Wealth
by SFMG, LLC
Free
💰 Finance
(0)
9
Wealth Portal by Elite Wealth
Wealth Portal by Elite Wealth
Wealth Portal by Elite Wealth
Wealth Management
Free
💰 Finance
(0)
10
Morgan Stanley Wealth Mgmt
Morgan Stanley Wealth Mgmt
Morgan Stanley Wealth Mgmt
by Morgan Stanley
Free

Manage your personal finances, accounts, and investments on the go. Deposit checks, transfer money, view documents, and connect with your financial advisor securely. Track spending, set alerts, and even lock your debit card if misplaced.

Account management and balance viewingMobile check depositMoney transfers and bill pay
💰 Finance
(452)
free
11
Schroders Wealth Management
Schroders Wealth Management
Schroders Wealth Management
Access your portfolio anytime
Free
💰 Finance
(0)
12
INTRUST Wealth
INTRUST Wealth
INTRUST Wealth
by Wealth Access, Inc.
Free
💰 Finance
(0)
13
Empower ®
Empower ®
Empower ®
Plan, save, invest, retire
Free

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

Consolidated account viewRetirement planningBudget tracking
💰 Finance
(404K)
free with in-app purchases
14
Echo Wealth Management Mobile
Echo Wealth Management Mobile
Echo Wealth Management Mobile
by ECHO WEALTH MANAGEMENT LLC
Free
💰 Finance
(0)
15
GBM Wealth
GBM Wealth
GBM Wealth
by GBM Wealth Management, Inc.
Free
💰 Finance
(0)
16
Hollow Brook Wealth Management
Hollow Brook Wealth Management
Hollow Brook Wealth Management
by Hollow Brook Wealth Management LLC
Free
💰 Finance
(0)
17
Invictus Private Wealth
Invictus Private Wealth
Invictus Private Wealth
by Invictus Private Wealth, LLC
Free
💰 Finance
(0)
18
Paradigm Wealth Management
Paradigm Wealth Management
Paradigm Wealth Management
by PARADIGM WEALTH MANAGEMENT LLC
Free
💰 Finance
(0)
19
Three Sixty Wealth Management
Three Sixty Wealth Management
Three Sixty Wealth Management
by Three Sixty Wealth Management, LLC
Free
💰 Finance
(0)
20
Glenview Trust Wealth Access
Glenview Trust Wealth Access
Glenview Trust Wealth Access
by The Glenview Trust Company
Free
💰 Finance
(0)

FAQ about Jefferies Wealth Management

What are the best jefferies wealth management apps for iPhone?
Jefferies Wealth Management tops our jefferies wealth management apps ranking as of August 2026, with a 5.0-star average from 1 App Store ratings, and it's free to download.
Yes — 20 of the top jefferies wealth management apps we rank are free to download, including Jefferies Wealth Management and UBS Wealth Management.
Jefferies Wealth Management has no ads and has no in-app purchases, according to its App Store listing as of August 2026.
We track 249+ jefferies wealth management apps on the iOS App Store as of August 2026, ranked by rating, recency, and analysis of real user reviews.
Jefferies Wealth Management allows you to manage your financial profile, view account balances, holdings, and activity. It provides full access to your NetXInvestor account features, mirroring the desktop experience.
While specific security measures are not detailed, financial management apps typically employ industry-standard encryption and security protocols to protect user data and account information.