Kristen Dileonardi, financial advisor Chicago IL
93 score

Kristen Dileonardi

CRD Number: 5275958
Current Firm: Jefferies Investment Advisers, LLC

Kristen Dileonardi (CRD# 5275958) is an Investment Advisor Representative working at Jefferies Investment Advisers, LLC in Chicago, IL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Jefferies LLC Chicago, IL Jan 2014 - Current 2
Deutsche Bank Securities Inc. Chicago, IL Feb 2010 - Current 6
Harbor Capital Chicago, IL Dec 2009 - Jan 2010 < 1
Insure.com Darien, IL May 2009 - Sep 2009 < 1
Unemployed Woodridge, IL Nov 2008 - May 2009 < 1
Claymore Securities, Inc. Lisle, IL Jan 2007 - Oct 2008 1
Jdc Solutions, Inc. Lombard, IL Jun 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2007
Contact Info for Kristen N. Dileonardi
Phone Number: 212-284-2300
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    3,952
    MILLIONS
  • Total Number of Accounts
    315
    ACCOUNTS
  • Average Account Value
    $12,545,763
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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