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Amanda Parness

Jefferies Investment Advisers LLC

New York, NY

CRD 2485587

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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:

Current Employers
Jefferies Investment Advisers Llc

520 Madison Avenue, New York, NY 10022 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-11-04
  • NY RA
    APPROVED
    Since 2025-11-04

Branch Locations

520 Madison Avenue, New York, NY 10022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nylife Distributors Llc Parsonage NJ 10/2003 05/2019
Goldpoint Partners Llc New York NY 12/2012 05/2019
Kidron Capital Securities Llc New York NY 02/2020 06/2023
Caisse Dedepot Du Quebec - Cdpq Llc New York NY 05/2019 12/2019
Jefferies Llc New York NY 08/2025 Present
Spring Advisory Services Englewood NJ 01/2020 08/2025
  • 10/2003 → 05/2019
    Nylife Distributors Llc
    Parsonage, NJ
  • 12/2012 → 05/2019
    Goldpoint Partners Llc
    New York, NY
  • 02/2020 → 06/2023
    Kidron Capital Securities Llc
    New York, NY
  • 05/2019 → 12/2019
    Caisse Dedepot Du Quebec - Cdpq Llc
    New York, NY
  • 08/2025 → Present
    Jefferies Llc
    New York, NY
  • 01/2020 → 08/2025
    Spring Advisory Services
    Englewood, NJ
Other Businesses

1. Negave Estates LLC Not Investment Related 369 Jones Rd Englewood NJ 07631-ar-Gyora 14 Apt. 10 Raanana Central district 4320888 Israel Nature of Business: Growing of Agave Plants in the Israeli Negev Position: LLC Member Start Date: November 2022 2 hours/month Role: member of the board. 2. TCI Ashira US LLC / Ashira Partners 79 Spring Lane Englewood NJ 07631 Managing Principal Non-investment related. Holder of rental property in Turks and Caicos. 3) Name of the other business: Vintage Investment Partners Is the business investment-related? Yes Address of the other business: Abba Eben 12, Herzliya, Israel Nature of the other business: Vintage Investment Partners is a venture capital Fund of Funds, secondary fund, and co-investment fund based in Israel. Your position, title, or relationship with the other business: Advisory Board Member Start date of your relationship: March 2, 2022 Approximate number of hours/month you devote to the other business: Approximately 1 hour per month on average, consisting of 2 Zoom board calls per year and attendance at an annual meeting. Number of hours you devote to the other business during securities trading hours: Approximately 1 hour twice per year, plus a 2-day conference. Travel expenses are reimbursed. Briefly describe your duties relating to the other business: I serve on the strategic advisory board, providing firm-level guidance on market trends and organizational decisions. I do not participate in investment decisions or fundraising activities, in accordance with my responsibilities as a registered representative. 3. Name of the other business: Columbia Jewish Alumni Association Is the business investment-related? No Address of the other business: 118 Maple Avenue, Rye, NY Nature of the other business: Not-for-profit / Charitable - Alumni Association focused on networking, student support, and combatting anti-Semitism on campus Your position/title/relationship with the business: Treasurer Start date of your relationship: 12/01/2023 End date of your relationship: Ongoing Approximate number of hours/month you devote to the business: 3 hours/month Number of hours/month during securities trading hours: 0 hours/month Brief description of your duties: Attend monthly board meetings; manage financial reporting and ensure compliance with legal and accounting standards.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-03
S63 Uniform Securities Agent State Law Examination 1994-06-23
  • S66 Uniform Combined State Law Examination
    2025-11-03
  • S63 Uniform Securities Agent State Law Examination
    1994-06-23
Other Names
  • Mandy Rochwargerparness
  • Amanda Sari Rochwarger
  • Amanda Parness
  • Amanda Sari Rochwargerparness
  • Amanda Sari Rochwarger-Parness
  • Amanda Sari Parness

View on SEC IAPD

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