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520 Madison Avenue, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-01-27 |
| MA | RA | APPROVED | 2025-11-07 |
| OR | RA | APPROVED | 2025-10-22 |
| PR | RA | APPROVED | 2025-10-17 |
| AZ | RA | APPROVED | 2025-10-08 |
| AR | RA | APPROVED | 2025-10-01 |
| AK | RA | APPROVED | 2025-09-23 |
| KY | RA | APPROVED | 2025-09-23 |
| MN | RA | APPROVED | 2025-09-23 |
| MT | RA | APPROVED | 2025-09-23 |
| SC | RA | APPROVED | 2025-09-23 |
| ND | RA | APPROVED | 2025-09-22 |
| OK | RA | APPROVED | 2025-09-22 |
| WV | RA | APPROVED | 2025-09-22 |
| WY | RA | APPROVED | 2025-09-22 |
| CO | RA | APPROVED | 2025-09-19 |
| CT | RA | APPROVED | 2025-09-19 |
| HI | RA | APPROVED | 2025-09-19 |
| IN | RA | APPROVED | 2025-09-19 |
| IA | RA | APPROVED | 2025-09-19 |
| ME | RA | APPROVED | 2025-09-19 |
| MD | RA | APPROVED | 2025-09-19 |
| NV | RA | APPROVED | 2025-09-19 |
| NH | RA | APPROVED | 2025-09-19 |
| NM | RA | APPROVED | 2025-09-19 |
| NC | RA | APPROVED | 2025-09-19 |
| PA | RA | APPROVED | 2025-09-19 |
| RI | RA | APPROVED | 2025-09-19 |
| SD | RA | APPROVED | 2025-09-19 |
| VA | RA | APPROVED | 2025-09-19 |
| VI | RA | APPROVED | 2025-09-19 |
| AL | RA | APPROVED | 2025-09-18 |
| DE | RA | APPROVED | 2025-09-18 |
| ID | RA | APPROVED | 2025-09-18 |
| KS | RA | APPROVED | 2025-09-18 |
| LA | RA | APPROVED | 2025-09-18 |
| MS | RA | APPROVED | 2025-09-18 |
| MO | RA | APPROVED | 2025-09-18 |
| NE | RA | APPROVED | 2025-09-18 |
| NJ | RA | APPROVED | 2025-09-18 |
| OH | RA | APPROVED | 2025-09-18 |
| UT | RA | APPROVED | 2025-09-18 |
| VT | RA | APPROVED | 2025-09-18 |
| WA | RA | APPROVED | 2025-09-18 |
| FL | RA | APPROVED | 2023-07-19 |
| MI | RA | APPROVED | 2023-06-09 |
| GA | RA | APPROVED | 2023-06-08 |
| WI | RA | APPROVED | 2023-06-08 |
| TX | RA | APPROVED_RES | 2023-05-31 |
| CA | RA | APPROVED | 2023-05-25 |
| IL | RA | APPROVED | 2023-05-24 |
| NY | RA | APPROVED | 2023-05-24 |
Branch Locations
520 Madison Avenue, New York, NY 10022 • United States
155 North Wacker Drive, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Inc | New York | NY | 09/2009 | Present |
| Jefferies Llc | Chicago | IL | 05/2013 | Present |
| Jefferies Insurance Brokerage | Chicago | IL | 09/2014 | Present |
| Jefferies Investment Advisers, Llc | Chicago | IL | 05/2023 | Present |
the name of the other business; Antlerspike LLC whether the business is investment-related; No the address of the other business; 392 Littlespike Rd Big Sky, MT 59716 the nature of the other business; LLC around personal real estate (second home) for asset protection as well as incidental vacation rental via property manager. your position; Managing Member title, or relationship with the other business; Managing Member the start date of your relationship; 1/1/2025 the approximate number of hours/month you devote to the other business; 1 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; None. Accounting and legal pass through entity only. "Name of the other business: Kindness Creators Intergenerational Montessori School Whether the business is investment-related: No Nature of the other business: Serve on charitable board for a local not-for-profit montessori school program founded by a friend. Your position/title/relationship: Board Member Start date of your relationship: 01/31/2019 Approximate number of hours/month devoted: 1 Number of hours during securities trading hours: 0 Briefly describe your duties: Quarterly board meetings, advice and oversight to organization."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-26 |
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