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Jefferies Investment Advisers LLC CRD 325421
$5.15B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
520 Madison Avenue, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-12-22 |
| PR | RA | APPROVED | 2025-12-05 |
| DC | RA | APPROVED | 2025-11-21 |
| MA | RA | APPROVED | 2025-11-04 |
| OR | RA | APPROVED | 2025-10-28 |
| SC | RA | APPROVED | 2025-10-24 |
| AZ | RA | APPROVED | 2025-10-10 |
| FL | RA | APPROVED | 2025-10-06 |
| AR | RA | APPROVED | 2025-10-01 |
| MN | RA | APPROVED | 2025-09-25 |
| MT | RA | APPROVED | 2025-09-24 |
| AK | RA | APPROVED | 2025-09-23 |
| KY | RA | APPROVED | 2025-09-23 |
| WV | RA | APPROVED | 2025-09-23 |
| WI | RA | APPROVED | 2025-09-23 |
| HI | RA | APPROVED | 2025-09-22 |
| 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 |
| 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 |
| IL | RA | APPROVED | 2025-09-19 |
| IN | RA | APPROVED | 2025-09-19 |
| IA | RA | APPROVED | 2025-09-19 |
| KS | RA | APPROVED | 2025-09-19 |
| LA | RA | APPROVED | 2025-09-19 |
| ME | RA | APPROVED | 2025-09-19 |
| NV | RA | APPROVED | 2025-09-19 |
| NH | RA | APPROVED | 2025-09-19 |
| NJ | 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 |
| MD | RA | APPROVED | 2025-09-18 |
| MO | RA | APPROVED | 2025-09-18 |
| NE | RA | APPROVED | 2025-09-18 |
| OH | RA | APPROVED | 2025-09-18 |
| VT | RA | APPROVED | 2025-09-18 |
| NY | RA | APPROVED | 2023-11-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 06/2020 | 04/2021 |
| Butch's Grillacatessen & Eatzeria | Bloomington | IN | 06/2018 | 05/2020 |
| Inflection Advisors | Los Angeles | CA | 05/2019 | 08/2019 |
| United States Soccer Federation | Marlboro | NJ | 03/2011 | 08/2017 |
| Unemployed | Bloomington | IN | 08/2017 | 06/2018 |
| Indiana University | Bloomington | IN | 08/2016 | 05/2020 |
| N/A | Bloomington | IN | 07/2018 | 04/2019 |
| Key Client Fiduciary Advisors, Llc | Fairfield | NJ | 04/2021 | Present |
| Coastal Equities, Inc. | Wilmington | DE | 05/2021 | Present |
| Coastal Investment Advisors, Inc. | Wilmington | DE | 05/2021 | Present |
| Jefferies Llc | New York | NY | 11/2023 | Present |
| Jefferies Investment Advisers Llc | New York | NY | 11/2023 | Present |
(1) COASTAL INVESTMENT ADVISORS, INC. 1201 N ORANGE STREET, STE 729 WILMINGTON, DE 19801; INVESTMENT ADVISOR REPRESENTATIVE; WWW.COASTAL-ONE.COM; INVESTMENT ADVISORY BUSINESS; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS. (2) DBA CJE FINANCIAL, LLC; 363 ROUTE 46 WEST, SUITE 300 FAIRFIELD, NJ 07004; WWW.CJEFINANCIAL.COM; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS. (3) KEY CLIENT FIDUCIARY ADVISORS LLC; INVESTMENT-RELATED; FAIRFIELD, NJ; INVESTMENT ADVISER; INVESTMENT ADVISER REPRESENTATIVE; 05/2021; 40 HRS/MONTH; 4 HRS/DAY DURING TRADING HRS; PROVISION OF INVESTMENT ADVISORY SERVICES. the name of the other business; Varsity Tutors whether the business is investment-related; No the address of the other business; Online the nature of the other business; Tutoring students in various subjects your position; Tutor title, or relationship with the other business; Compensated the start date of your relationship; 2/26/2025 the approximate number of hours/month you devote to the other business; 15 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; Tutoring students in CFA 5. Cinemalist; No; Remote; iOS app for movie/tv ranking and sorting; hobby; 8/6/2026; 5-10h; 0h; app developer
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-05 |
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