Jefferies Investment Advisers LLC

Jefferies Investment Advisers LLC (CRD# 325421) is a financial advisory firm headquartered in New York, NY. They manage $3,100,468,310 in 2,044 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
520 Madison Avenue, New York, NY 10022
https://www.jefferies.com
By the Numbers
  • Total Assets Under Management
    3,100
    MILLION
  • Total Number of Accounts
    2,044
    ACCOUNTS
  • Average Account Value
    $1,516,863
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Jefferies Investment Advisers LLC
Showing 11 - 20 of 92 top financial advisors.
11
Edwin Cruzmatias, financial advisor New York NY
Edwin Cruzmatias
CRD#: 4138278
520 Madison Avenue, New York, NY 10022

Edwin Cruzmatias (CRD# 4138278) is an Investment Advisor Representative working at Jefferies Investment Advisers LLC in New York, NY and has over 9 years of experience in the finance industry.

12
Stefania Curotto Rabunal, financial advisor Miami FL
Stefania Curotto Rabunal
CRD#: 6299804
1450 Brickell Avenue, Suite 1710, Miami, FL 33131

Stefania Curotto Rabunal (CRD# 6299804) is an Investment Advisor Representative working at Jefferies Investment Advisers LLC in Miami, FL and has over 9 years of experience in the finance industry.

13
Edward Durkin, financial advisor Los Angeles CA
Edward E. Durkin
CRD#: 2702847
1100 Santa Monica Boulevard, 11th Floor, Los Angeles, CA 90025

Edward Durkin (CRD# 2702847) is an Investment Advisor Representative working at Jefferies Investment Advisers LLC in Los Angeles, CA and has over 28 years of experience in the finance industry.

14
Josette Egan, financial advisor New York NY
Josette Egan
CRD#: 2636415
520 Madison Avenue, New York, NY 10022

Josette Egan (CRD# 2636415) is an Investment Advisor Representative working at Jefferies Investment Advisers LLC in New York, NY and has over 25 years of experience in the finance industry.

15
Renato Estefano, financial advisor Stamford CT
Renato V. Estefano
CRD#: 5252944
The Metro Center, One Station Place-three North, Stamford, CT 06902

Renato Estefano (CRD# 5252944) is an Investment Advisor Representative working at Jefferies Investment Advisers LLC in Stamford, CT and has over 17 years of experience in the finance industry.

16
Cooley Fales, financial advisor Atlanta GA
Cooley K. Fales
CRD#: 2764859
Three Alliance Center, 3550 Lenox Road Ne, Atlanta, GA 30326

Cooley Fales (CRD# 2764859) is an Investment Advisor Representative working at Jefferies Investment Advisers LLC in Atlanta, GA and has over 27 years of experience in the finance industry.

17
Jaime Fals, financial advisor Miami FL
Jaime A. Fals
CRD#: 1875713
1450 Brickell Avenue, Suite 1710, Miami, FL 33131

Jaime Fals (CRD# 1875713) is an Investment Advisor Representative working at Jefferies Investment Advisers LLC in Miami, FL and has over 28 years of experience in the finance industry.

18
Denise Farlekas, financial advisor New York NY
Denise Farlekas
CRD#: 6593070
520 Madison Avenue, New York, NY 10022

Denise Farlekas (CRD# 6593070) is an Investment Advisor Representative working at Jefferies Investment Advisers LLC in New York, NY and has over 8 years of experience in the finance industry.

19
Elizabeth Fell, financial advisor New York NY
Elizabeth A. Fell
CRD#: 2400828
520 Madison Avenue, New York, NY 10022

Elizabeth Fell (CRD# 2400828) is an Investment Advisor Representative working at Jefferies Investment Advisers LLC in New York, NY and has over 18 years of experience in the finance industry.

20
Hipolito Gamboa, financial advisor Miami FL
Hipolito G. Gamboa
CRD#: 6155095
1450 Brickell Avenue, Suite 1710, Miami, FL 33131

Hipolito Gamboa (CRD# 6155095) is an Investment Advisor Representative working at Jefferies Investment Advisers LLC in Miami, FL and has over 6 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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