Jarita Liang

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

• 06/2019 → 01/2021
  The Ayco Company, L.P./Mercer Allied
  Latham, NY
• 05/2018 → 08/2018
  The Ayco Company, L.P./Goldman Sachs
  Latham, NY
• 08/2016 → 08/2017
  Binghamton University. Bartle Library/St Unv Of Ny
  Binghamton, NY
• 06/2017 → 12/2017
  Gymboree Group, Inc.
  Albany, NY
• 06/2017 → 08/2018
  New York & Company
  Albany, NY
• 11/2014 → 01/2017
  Aeropostale
  Albany, NY
• 01/2021 → 07/2021
  Goldman Sachs & Co. Llc
  Cohoes, NY
• 08/2021 → 04/2023
  Moelis & Company Llc
  New York, NY
• 04/2023 → 09/2024
  J.P. Morgan Securities Llc
  New York, NY
• 06/2019 → 07/2021
  Goldman Sachs Ayco Personal Financial Management
  Cohoes, NY
• 08/2017 → 05/2019
  Birmingham Unv Fleischman Center
  Binghamton, NY
• 06/2019 → 01/2021
  Mercer Allied Company, L.P.
  Latham, NY
• 09/2024 → Present
  Jefferies Llc
  New York, NY

Previous Registrations

• 2023-06-23 → 2024-01-30
  J.P. Morgan Securities Llc
  New York, NY
• 2020-06-25 → 2021-08-18
  Goldman Sachs Wealth Services, L.P.
  Latham, NY
  Cohoes, NY

Exams

• S66 Uniform Combined State Law Examination
  2019-10-19

Other Names

• Jarita M Liang