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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 | 2025-10-27 |
| VA | RA | APPROVED | 2025-10-27 |
Branch Locations
520 Madison Avenue, New York, NY 10022 • United States
Richmond, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-07-19 |
| S66 | Uniform Combined State Law Examination | 2023-11-20 |
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