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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 03/2022 | 04/2025 |
| Jefferies Llc | Jersey City | NJ | 06/2021 | 03/2022 |
| Sacred Heart University | Fairfield | CT | 09/2017 | 08/2021 |
| Saint Joseph By The Sea Highschool | Staten Island | NJ | 09/2013 | 06/2017 |
| Long Island University | Brooklyn | NY | 08/2017 | 06/2018 |
| Jefferies Llc | Manhattan | NY | 06/2020 | 08/2020 |
| Jefferies Llc | Manhattan | NY | 05/2019 | 08/2019 |
| Jefferies Llc | New York | NY | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-28 |
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