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Triana Raquel Arellano

Jefferies Investment Advisers LLC

New York, NY

Miami, FL

CRD 7066720

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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
SD RA APPROVED 2026-08-31
WV RA APPROVED 2026-08-28
UT RA APPROVED 2026-08-27
NJ RA APPROVED 2026-08-26
VI RA APPROVED 2026-08-26
LA RA APPROVED 2026-08-25
ME RA APPROVED 2026-08-25
NM RA APPROVED 2026-08-25
ND RA APPROVED 2026-08-25
FL RA APPROVED 2026-08-24
NE RA APPROVED 2026-08-24
NV RA APPROVED 2026-08-24
GA RA APPROVED 2026-08-21
VT RA APPROVED 2026-08-21
AL RA APPROVED 2026-08-20
AK RA APPROVED 2026-08-20
AR RA APPROVED 2026-08-20
CA RA APPROVED 2026-08-20
CO RA APPROVED 2026-08-20
CT RA APPROVED 2026-08-20
DE RA APPROVED 2026-08-20
HI RA APPROVED 2026-08-20
ID RA APPROVED 2026-08-20
IL RA APPROVED 2026-08-20
IN RA APPROVED 2026-08-20
IA RA APPROVED 2026-08-20
KS RA APPROVED 2026-08-20
KY RA APPROVED 2026-08-20
MD RA APPROVED 2026-08-20
MI RA APPROVED 2026-08-20
MN RA APPROVED 2026-08-20
MS RA APPROVED 2026-08-20
MO RA APPROVED 2026-08-20
MT RA APPROVED 2026-08-20
NH RA APPROVED 2026-08-20
NY RA APPROVED 2026-08-20
NC RA APPROVED 2026-08-20
OH RA APPROVED 2026-08-20
OK RA APPROVED 2026-08-20
PA RA APPROVED 2026-08-20
PR RA APPROVED 2026-08-20
RI RA APPROVED 2026-08-20
SC RA APPROVED 2026-08-20
TX RA APPROVED 2026-08-20
VA RA APPROVED 2026-08-20
WA RA APPROVED 2026-08-20
WI RA APPROVED 2026-08-20
WY RA APPROVED 2026-08-20
  • SD RA
    APPROVED
    Since 2026-08-31
  • WV RA
    APPROVED
    Since 2026-08-28
  • UT RA
    APPROVED
    Since 2026-08-27
  • NJ RA
    APPROVED
    Since 2026-08-26
  • VI RA
    APPROVED
    Since 2026-08-26
  • LA RA
    APPROVED
    Since 2026-08-25
  • ME RA
    APPROVED
    Since 2026-08-25
  • NM RA
    APPROVED
    Since 2026-08-25
  • ND RA
    APPROVED
    Since 2026-08-25
  • FL RA
    APPROVED
    Since 2026-08-24
  • NE RA
    APPROVED
    Since 2026-08-24
  • NV RA
    APPROVED
    Since 2026-08-24
  • GA RA
    APPROVED
    Since 2026-08-21
  • VT RA
    APPROVED
    Since 2026-08-21
  • AL RA
    APPROVED
    Since 2026-08-20
  • AK RA
    APPROVED
    Since 2026-08-20
  • AR RA
    APPROVED
    Since 2026-08-20
  • CA RA
    APPROVED
    Since 2026-08-20
  • CO RA
    APPROVED
    Since 2026-08-20
  • CT RA
    APPROVED
    Since 2026-08-20
  • DE RA
    APPROVED
    Since 2026-08-20
  • HI RA
    APPROVED
    Since 2026-08-20
  • ID RA
    APPROVED
    Since 2026-08-20
  • IL RA
    APPROVED
    Since 2026-08-20
  • IN RA
    APPROVED
    Since 2026-08-20
  • IA RA
    APPROVED
    Since 2026-08-20
  • KS RA
    APPROVED
    Since 2026-08-20
  • KY RA
    APPROVED
    Since 2026-08-20
  • MD RA
    APPROVED
    Since 2026-08-20
  • MI RA
    APPROVED
    Since 2026-08-20
  • MN RA
    APPROVED
    Since 2026-08-20
  • MS RA
    APPROVED
    Since 2026-08-20
  • MO RA
    APPROVED
    Since 2026-08-20
  • MT RA
    APPROVED
    Since 2026-08-20
  • NH RA
    APPROVED
    Since 2026-08-20
  • NY RA
    APPROVED
    Since 2026-08-20
  • NC RA
    APPROVED
    Since 2026-08-20
  • OH RA
    APPROVED
    Since 2026-08-20
  • OK RA
    APPROVED
    Since 2026-08-20
  • PA RA
    APPROVED
    Since 2026-08-20
  • PR RA
    APPROVED
    Since 2026-08-20
  • RI RA
    APPROVED
    Since 2026-08-20
  • SC RA
    APPROVED
    Since 2026-08-20
  • TX RA
    APPROVED
    Since 2026-08-20
  • VA RA
    APPROVED
    Since 2026-08-20
  • WA RA
    APPROVED
    Since 2026-08-20
  • WI RA
    APPROVED
    Since 2026-08-20
  • WY RA
    APPROVED
    Since 2026-08-20

Branch Locations

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

1450 Brickell Avenue Suite 1710, Miami, FL 33131 • 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
Wells Fargo Clearing Services Miami FL 01/2019 03/2021
Joshua Graham And Associate Fort Worth TX 01/2018 11/2018
Asics Fort Worth TX 11/2017 01/2018
Parker Law Firm Bedford TX 05/2016 09/2017
Insigneo Securities Llc Miami FL 03/2021 08/2021
Insigneo Securities Llc Miami FL 09/2021 02/2026
Jefferies Llc Miami FL 08/2026 Present
Jefferies Investment Advisers Llc Miami FL 08/2026 Present
Unemployed Miami FL 03/2026 07/2026
  • 01/2019 → 03/2021
    Wells Fargo Clearing Services
    Miami, FL
  • 01/2018 → 11/2018
    Joshua Graham And Associate
    Fort Worth, TX
  • 11/2017 → 01/2018
    Asics
    Fort Worth, TX
  • 05/2016 → 09/2017
    Parker Law Firm
    Bedford, TX
  • 03/2021 → 08/2021
    Insigneo Securities Llc
    Miami, FL
  • 09/2021 → 02/2026
    Insigneo Securities Llc
    Miami, FL
  • 08/2026 → Present
    Jefferies Llc
    Miami, FL
  • 08/2026 → Present
    Jefferies Investment Advisers Llc
    Miami, FL
  • 03/2026 → 07/2026
    Unemployed
    Miami, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-16
  • S66 Uniform Combined State Law Examination
    2026-06-16
Other Names
  • Triana Arellano
  • Raquel Arellano
  • Triana Raquel Arellano

View on SEC IAPD

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