Liza Momongan Blundell

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

• 12/2013 → Present
  Jefferies Llc
  Chicago, IL

Previous Registrations

• 2013-12-06 → 2023-08-14
  Leucadia Asset Management Llc
  Chicago, IL
  New York, NY
• 2013-03-14 → 2013-12-19
  Credit Suisse Securities (Usa) Llc
  Chicago, IL
• 2010-12-13 → 2011-12-19
  Deutsche Bank Securities Inc.
  Chicago, IL
• 2005-08-09 → 2010-12-01
  Oppenheimer & Co. Inc.
  Chicago, IL
  Chicago, IL
• 2003-08-05 → 2004-12-01
  Charles Schwab & Co., Inc.
  Chicago, IL
• 2002-02-13 → 2002-07-23
  Ameriprise Financial Services, Llc
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-08-30
• S63 Uniform Securities Agent State Law Examination
  1992-06-16

Other Names

• Liza Ligaya Momongan
• Liza Momongan Blundell
• Blundell Momongan Liza Momongan