Xuefei Yu

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2018 → 01/2026
  Fisher Investments
  Woodside, CA
• 06/2017 → 07/2017
  Mcmorgan And Co
  San Francisco, CA
• 06/2016 → 07/2016
  Zhongtai Securities Co Ltd
  Zibo
• 08/2014 → 05/2018
  University Of Illinois At Urbana-Champaign
  Champaign, IL
• 01/2026 → Present
  Jefferies
  San Francisco, CA

Previous Registrations

• 2021-10-09 → 2026-01-28
  Fisher Investments
  Woodside, CA
  Plano, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-03-19
• S65 Uniform Investment Adviser Law Examination
  2021-10-08

Other Names

• Fei Yu