Jefferies Investment Advisers, LLC

Jefferies Investment Advisers, LLC (CRD# 121767) is a financial advisory firm headquartered in New York, NY. They manage $4,590,246,704 in 323 accounts and serve the financial needs of clients across 52 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4,590
    MILLION
  • Total Number of Accounts
    323
    ACCOUNTS
  • Average Account Value
    $14,211,290
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)
  • Publication of periodicals or newsletters
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 70 top financial advisors.
1
Michael R. Ross
CRD#: 3060211
520 Madison Avenue, 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 19 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 1710, 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 19 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 11 years of experience in the finance industry.

4
David A. Betances
CRD#: 5869599
1450 Brickell Avenue, Suite 1710, Miami, FL 33131
93
Wealthminder
score

David Betances (CRD# 5869599) is an Investment Advisor Representative working at Jefferies Investment Advisers, LLC in Miami, FL and has over 5 years of experience in the finance industry.

5
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 25 years of experience in the finance industry.

6
Anne M. Carey
CRD#: 2528129
520 Madison Avenue, New York, NY 10022
93
Wealthminder
score

Anne Carey (CRD# 2528129) is an Investment Advisor Representative working at Jefferies Investment Advisers, LLC in New York, NY and has over 22 years of experience in the finance industry.

7
Gregory K. Cho
CRD#: 4259590
520 Madison Avenue, New York, NY 10022
93
Wealthminder
score

Gregory Cho (CRD# 4259590) 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.

8
Nicholas S. Coubrough
CRD#: 4678755
1450 Brickell Ave, Suite 1710, Miami, FL 33131
93
Wealthminder
score

Nicholas Coubrough (CRD# 4678755) 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.

9
Ernesto A. De La Fe
CRD#: 1513642
1450 Brickell Avenue, Ste. 1710, 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 31 years of experience in the finance industry.

10
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 11 years of experience in the finance industry.

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