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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 2025-10-27
VA RA APPROVED 2025-10-27
  • NY RA
    APPROVED
    Since 2025-10-27
  • VA RA
    APPROVED
    Since 2025-10-27

Branch Locations

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

Richmond, VA • 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
Jefferies Llc Richmond VA 07/2024 Present
Extended Travel Alexandria VA 05/2024 06/2024
University Of Florida Gainesville FL 08/2022 05/2024
Keybank Portland OR 05/2023 08/2023
Ubs Portland OR 05/2022 08/2022
Palm Beach State College Palm Beach Gardens FL 03/2021 05/2022
Old Palm Golf Club Palm Beach Gardens FL 09/2021 04/2022
Riverdale High School Portland OR 09/2017 12/2020
Garden Bar Portland OR 04/2018 03/2020
Unemployed Portland OR 05/2017 08/2017
Riverdale Grade School Portland OR 02/2014 05/2017
  • 07/2024 → Present
    Jefferies Llc
    Richmond, VA
  • 05/2024 → 06/2024
    Extended Travel
    Alexandria, VA
  • 08/2022 → 05/2024
    University Of Florida
    Gainesville, FL
  • 05/2023 → 08/2023
    Keybank
    Portland, OR
  • 05/2022 → 08/2022
    Ubs
    Portland, OR
  • 03/2021 → 05/2022
    Palm Beach State College
    Palm Beach Gardens, FL
  • 09/2021 → 04/2022
    Old Palm Golf Club
    Palm Beach Gardens, FL
  • 09/2017 → 12/2020
    Riverdale High School
    Portland, OR
  • 04/2018 → 03/2020
    Garden Bar
    Portland, OR
  • 05/2017 → 08/2017
    Unemployed
    Portland, OR
  • 02/2014 → 05/2017
    Riverdale Grade School
    Portland, OR
Other Businesses

the name of the other business; Seal Potter LLC whether the business is investment-related; No the address of the other business; 8040 SW 56th Ave, Portland, OR 97219 the nature of the other business; Seal Potter LLC sells nutrition and supplement products on eCommerce Platforms. Currently, The Company only sells its products on Amazon and has plans to expand to Walmart and other platforms your position; Volunteer or Hobby title, or relationship with the other business; Volunteer or Hobby the start date of your relationship; 4/28/2025 the approximate number of hours/month you devote to the other business; 20 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Manage finances and accounting procedures, optimizing profitability, and work on financing terms. the name of the other business; Delta Labs LLC whether the business is investment-related; No the address of the other business; Online Ecommerce the nature of the other business; E-commerce business selling consumer products through online marketplaces your position; Managing Partner title, or relationship with the other business; the start date of your relationship; 2/12/2026 the approximate number of hours/month you devote to the other business; 20 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Periodic review of financial results, strategic planning, and general business oversight

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-07-19
S66 Uniform Combined State Law Examination 2023-11-20
  • S63 Uniform Securities Agent State Law Examination
    2024-07-19
  • S66 Uniform Combined State Law Examination
    2023-11-20
Other Names
  • Calvin Hyde

View on SEC IAPD

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