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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 | 2023-05-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | New York | NY | 11/2001 | 10/2017 |
| Jefferies Llc | New York | NY | 04/2018 | Present |
| Unemployed | New York City | NY | 10/2017 | 03/2018 |
| Leucadia Asset Management Llc | New York | NY | 04/2018 | Present |
"Name of the other business: The Mannis Foundation Inc Whether the business is investment-related: No Nature of the other business: Foundation Your position/title/relationship: Officer Start date of your relationship: 06/01/2022 Approximate number of hours/month devoted: 4 Number of hours during securities trading hours: 0 Briefly describe your duties: CFO"
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-09-19 |
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