Jefferies Investment Advisers, LLC

Jefferies Investment Advisers, LLC (CRD# 121767) is a financial advisory firm headquartered in New York, NY. They manage $3,951,915,362 in 315 accounts and serve the financial needs of clients across 52 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3,952
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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

Financial Advisors at Jefferies Investment Advisers, LLC
Showing 1 - 10 of 48 top financial advisors.
1
Michael R. Ross
CRD#: 3060211
520 Madison Avenue, 16th Floor, New York, NY 10022
96
Wealthminder
score

Michael Ross (CRD# 3060211) 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. Michael Ross has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Odette Aguila-Chacon
CRD#: 3061422
1450 Brickell Ave, Suite 3090, Miami, FL 33131
93
Wealthminder
score

Odette Aguila-Chacon (CRD# 3061422) is an Investment Advisor Representative working at Jefferies Investment Advisers, LLC in Miami, FL and has over 18 years of experience in the finance industry.

3
Adam B. Beard
CRD#: 2642691
125 High Street, Suite 2501, Boston, MA 02109
93
Wealthminder
score

Adam Beard (CRD# 2642691) is an Investment Advisor Representative working at Jefferies Investment Advisers, LLC in Boston, MA and has over 10 years of experience in the finance industry.

4
Liza M. Blundell
CRD#: 2217008
155 N. Wacker Dr., Suite 4200, Chicago, IL 60606
93
Wealthminder
score

Liza Blundell (CRD# 2217008) is an Investment Advisor Representative working at Jefferies Investment Advisers, LLC in Chicago, IL and has over 24 years of experience in the finance industry.

5
John M. Carvalho
CRD#: 2312157
520 Madison Avenue, 16th Floor, New York, NY 10022
93
Wealthminder
score

John Carvalho (CRD# 2312157) is an Investment Advisor Representative working at Jefferies Investment Advisers, LLC in New York, NY and has over 23 years of experience in the finance industry.

6
Ernesto A. De La Fe
CRD#: 1513642
1450 Brickell Avenue, Ste. 3090, Miami, FL 33131
93
Wealthminder
score

Ernesto De La Fe (CRD# 1513642) is an Investment Advisor Representative working at Jefferies Investment Advisers, LLC in Miami, FL and has over 30 years of experience in the finance industry.

7
Kristen N. Dileonardi
CRD#: 5275958
155 N. Wacker Dr.,, Suite 4200, Chicago, IL 60606
93
Wealthminder
score

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.

8
Josette Egan
CRD#: 2636415
520 Madison Avenue, 16th Floor, New York, NY 10022
93
Wealthminder
score

Josette Egan (CRD# 2636415) is an Investment Advisor Representative working at Jefferies Investment Advisers, LLC in New York, NY and has over 17 years of experience in the finance industry.

9
Renato V. Estefano
CRD#: 5252944
520 Madison Avenue, 16th Floor, New York, NY 10022
93
Wealthminder
score

Renato Estefano (CRD# 5252944) 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.

10
Cooley K. Fales
CRD#: 2764859
3414 Peachtree Road N.e., Suite 200, Atlanta, GA 30326
93
Wealthminder
score

Cooley Fales (CRD# 2764859) is an Investment Advisor Representative working at Jefferies Investment Advisers, LLC in Atlanta, GA and has over 20 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.