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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 |
|---|---|---|---|
| DC | RA | APPROVED | 2026-02-10 |
| OR | RA | APPROVED | 2025-10-27 |
| AZ | RA | APPROVED | 2025-10-14 |
| HI | RA | APPROVED | 2025-10-13 |
| PR | RA | APPROVED | 2025-10-06 |
| AR | RA | APPROVED | 2025-10-01 |
| KY | RA | APPROVED | 2025-09-23 |
| MT | RA | APPROVED | 2025-09-23 |
| ND | RA | APPROVED | 2025-09-22 |
| OK | RA | APPROVED | 2025-09-22 |
| WY | RA | APPROVED | 2025-09-22 |
| CT | RA | APPROVED | 2025-09-19 |
| GA | RA | APPROVED | 2025-09-19 |
| IN | RA | APPROVED | 2025-09-19 |
| IA | RA | APPROVED | 2025-09-19 |
| ME | RA | APPROVED | 2025-09-19 |
| MD | RA | APPROVED | 2025-09-19 |
| NH | RA | APPROVED | 2025-09-19 |
| NM | RA | APPROVED | 2025-09-19 |
| PA | RA | APPROVED | 2025-09-19 |
| RI | RA | APPROVED | 2025-09-19 |
| SD | RA | APPROVED | 2025-09-19 |
| VA | RA | APPROVED | 2025-09-19 |
| WV | RA | APPROVED | 2025-09-19 |
| VI | RA | APPROVED | 2025-09-19 |
| AL | RA | APPROVED | 2025-09-18 |
| AK | RA | APPROVED | 2025-09-18 |
| DE | RA | APPROVED | 2025-09-18 |
| ID | RA | APPROVED | 2025-09-18 |
| KS | RA | APPROVED | 2025-09-18 |
| LA | RA | APPROVED | 2025-09-18 |
| MS | RA | APPROVED | 2025-09-18 |
| MO | RA | APPROVED | 2025-09-18 |
| NE | RA | APPROVED | 2025-09-18 |
| NJ | RA | APPROVED | 2025-09-18 |
| NC | RA | APPROVED | 2025-09-18 |
| UT | RA | APPROVED | 2025-09-18 |
| VT | RA | APPROVED | 2025-09-18 |
| WA | RA | APPROVED | 2025-09-18 |
| WI | RA | APPROVED | 2025-09-18 |
| MA | RA | APPROVED | 2023-08-22 |
| FL | RA | APPROVED | 2023-07-18 |
| NV | RA | APPROVED | 2023-06-13 |
| MI | RA | APPROVED | 2023-06-09 |
| MN | RA | APPROVED | 2023-06-09 |
| CO | RA | APPROVED | 2023-06-08 |
| OH | RA | APPROVED | 2023-06-08 |
| SC | RA | APPROVED | 2023-06-08 |
| TX | RA | APPROVED_RES | 2023-05-31 |
| CA | RA | APPROVED | 2023-05-25 |
| IL | RA | APPROVED | 2023-05-24 |
| NY | RA | APPROVED | 2023-05-24 |
Branch Locations
520 Madison Avenue, New York, NY 10022 • United States
155 North Wacker Drive, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jefferies Llc | Chicago | IL | 12/2013 | Present |
| Jefferies Insurance Brokerage | Chicago | IL | 12/2013 | Present |
| Jefferies Investment Advisers Llc | Chicago | IL | 05/2023 | Present |
1)NAME: FARALLON CAPITAL PARTNERS; INVESTMENT RELATED: NO. FAMILY PARTNERSHIP/LLC; LOCATION: LANSING MI 48823; START DATE: APRIL 2004; NATURE OF BUSINESS: FAMILY PARTNERSHIP/LLC; TITLE: MANAGING MEMBER; HOURS DEVOTED PER DAY DURING NON-BUSINESS HOURS: APPROXIMATELY ONE. ; HOURS DEVOTED PER DAY DURING BUSINESS HOURS: 0; BRIEF DESCRIPTION OF DUTIES: FAMILY PARTNERSHIP/LLC; 2)NAME: FARALLON CAPITAL PARTNERS II; INVESTMENT RELATED: NO, FAMILY LLC; LOCATION: ILLINOIS; START DATE: 6/2013; NATURE OF BUSINESS: FAMILY LLC TO INVEST IN PRIVATE EQUITY; TITLE: MANAGING MEMBER; HOURS DEVOTED PER DAY DURING NON-BUSINESS HOURS: 15MINS; HOURS DEVOTED PER DAY DURING BUSINESS HOURS: APPROXIMATELY ONE; BRIEF DESCRIPTION OF DUTIES: REVIEWING AND MONITORING INVESTMENTS 3)NAME: FARALLON CAPITAL PARTNERS III; INVESTMENT RELATED: NO, FAMILY LLC; LOCATION: ILLINOIS; START DATE: 6/2013; NATURE OF BUSINESS: FAMILY LLC TO INVEST IN PRIVATE EQUITY; TITLE: MANAGING MEMBER; HOURS DEVOTED PER DAY DURING NON-BUSINESS HOURS: APPROXIMATELY ONE; HOURS DEVOTED PER DAY DURING BUSINESS HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REVIEWING AND MONITORING INVESTMENTS; 4) JASON C. SCHICIANO LIFE INSURANCE TRUST; TRUSTEE; ACCT HELD AT JPM AND TO MY KNOWLEDGE ONLY ASSET IS CASH AND LIFE INSURANCE POLICY; I DO NOT HAVE ANY DISCRETION OVER THE INVESTMENTS OF THE ACCOUNT; 5) LILLIAN K. SCHICIANO TRUST; SUCCESSOR TRUSTEE FOR MY MOTHER'S TRUST; I DO NOT HAVE ANY DISCRETION OVER THE INVESTMENTS OF THE ACCOUNT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-30 |
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