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Luis Fernando Tascon

Jefferies Investment Advisers LLC

Miami, FL

New York, NY

CRD 5547382

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Employer firm

Jefferies Investment Advisers LLC CRD 325421

$5.15B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Jefferies Investment Advisers Llc

520 Madison Avenue, New York, NY 10022 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2026-01-27
PR RA APPROVED 2025-12-05
OR RA APPROVED 2025-10-28
MA RA APPROVED 2025-10-22
AZ RA APPROVED 2025-10-10
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
WI RA APPROVED 2025-09-23
MI RA APPROVED 2025-09-22
MS RA APPROVED 2025-09-22
ND RA APPROVED 2025-09-22
OK RA APPROVED 2025-09-22
UT 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
DE RA APPROVED 2025-09-19
GA RA APPROVED 2025-09-19
HI RA APPROVED 2025-09-19
IL 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
TX RA APPROVED_RES 2025-09-19
VA RA APPROVED 2025-09-19
VI RA APPROVED 2025-09-19
AL RA APPROVED 2025-09-18
CA RA APPROVED 2025-09-18
ID RA APPROVED 2025-09-18
KS RA APPROVED 2025-09-18
LA 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
VT RA APPROVED 2025-09-18
WA RA APPROVED 2025-09-18
FL RA APPROVED 2023-06-01
NY RA APPROVED 2023-05-24
  • DC RA
    APPROVED
    Since 2026-01-27
  • PR RA
    APPROVED
    Since 2025-12-05
  • OR RA
    APPROVED
    Since 2025-10-28
  • MA RA
    APPROVED
    Since 2025-10-22
  • AZ RA
    APPROVED
    Since 2025-10-10
  • AR RA
    APPROVED
    Since 2025-10-01
  • AK RA
    APPROVED
    Since 2025-09-23
  • KY RA
    APPROVED
    Since 2025-09-23
  • MN RA
    APPROVED
    Since 2025-09-23
  • MT RA
    APPROVED
    Since 2025-09-23
  • SC RA
    APPROVED
    Since 2025-09-23
  • WI RA
    APPROVED
    Since 2025-09-23
  • MI RA
    APPROVED
    Since 2025-09-22
  • MS RA
    APPROVED
    Since 2025-09-22
  • ND RA
    APPROVED
    Since 2025-09-22
  • OK RA
    APPROVED
    Since 2025-09-22
  • UT RA
    APPROVED
    Since 2025-09-22
  • WV RA
    APPROVED
    Since 2025-09-22
  • WY RA
    APPROVED
    Since 2025-09-22
  • CO RA
    APPROVED
    Since 2025-09-19
  • CT RA
    APPROVED
    Since 2025-09-19
  • DE RA
    APPROVED
    Since 2025-09-19
  • GA RA
    APPROVED
    Since 2025-09-19
  • HI RA
    APPROVED
    Since 2025-09-19
  • IL RA
    APPROVED
    Since 2025-09-19
  • IN RA
    APPROVED
    Since 2025-09-19
  • IA RA
    APPROVED
    Since 2025-09-19
  • ME RA
    APPROVED
    Since 2025-09-19
  • MD RA
    APPROVED
    Since 2025-09-19
  • NV RA
    APPROVED
    Since 2025-09-19
  • NH RA
    APPROVED
    Since 2025-09-19
  • NM RA
    APPROVED
    Since 2025-09-19
  • NC RA
    APPROVED
    Since 2025-09-19
  • PA RA
    APPROVED
    Since 2025-09-19
  • RI RA
    APPROVED
    Since 2025-09-19
  • SD RA
    APPROVED
    Since 2025-09-19
  • TX RA
    APPROVED_RES
    Since 2025-09-19
  • VA RA
    APPROVED
    Since 2025-09-19
  • VI RA
    APPROVED
    Since 2025-09-19
  • AL RA
    APPROVED
    Since 2025-09-18
  • CA RA
    APPROVED
    Since 2025-09-18
  • ID RA
    APPROVED
    Since 2025-09-18
  • KS RA
    APPROVED
    Since 2025-09-18
  • LA RA
    APPROVED
    Since 2025-09-18
  • MO RA
    APPROVED
    Since 2025-09-18
  • NE RA
    APPROVED
    Since 2025-09-18
  • NJ RA
    APPROVED
    Since 2025-09-18
  • OH RA
    APPROVED
    Since 2025-09-18
  • VT RA
    APPROVED
    Since 2025-09-18
  • WA RA
    APPROVED
    Since 2025-09-18
  • FL RA
    APPROVED
    Since 2023-06-01
  • NY RA
    APPROVED
    Since 2023-05-24

Branch Locations

1450 Brickell Avenue Suite 1710, Miami, FL 33131 • United States

520 Madison Avenue, New York, NY 10022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jefferies Llc Miami FL 12/2014 09/2018
Raymond James & Associates, Inc. Coral Gables FL 09/2018 07/2021
Safra National Bank Of New York Aventura FL 07/2021 05/2022
Bancolombia Capital, Llc Miami FL 06/2022 02/2023
Bancolombia Capital Advisers, Llc Miami FL 06/2022 02/2023
Jefferies Llc Miami FL 02/2023 Present
Jefferies Investment Advisers Llc Miami FL 05/2023 Present
  • 12/2014 → 09/2018
    Jefferies Llc
    Miami, FL
  • 09/2018 → 07/2021
    Raymond James & Associates, Inc.
    Coral Gables, FL
  • 07/2021 → 05/2022
    Safra National Bank Of New York
    Aventura, FL
  • 06/2022 → 02/2023
    Bancolombia Capital, Llc
    Miami, FL
  • 06/2022 → 02/2023
    Bancolombia Capital Advisers, Llc
    Miami, FL
  • 02/2023 → Present
    Jefferies Llc
    Miami, FL
  • 05/2023 → Present
    Jefferies Investment Advisers Llc
    Miami, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-04
S63 Uniform Securities Agent State Law Examination 2014-12-15
  • S66 Uniform Combined State Law Examination
    2018-12-04
  • S63 Uniform Securities Agent State Law Examination
    2014-12-15
Other Names
  • Luis Fernando Tascon
  • Tascon Fernando Luis Fernando

View on SEC IAPD

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