JEFFERIES INVESTMENT ADVISERS LLC

520 Madison Avenue
New York, New York 10022
Tel: 212-284-2300

About JEFFERIES INVESTMENT ADVISERS LLC

JEFFERIES INVESTMENT ADVISERS LLC, formally registered with the SEC as JEFFERIES INVESTMENT ADVISERS LLC. The firm was established in 04/20/2023. They have over 8 offices throughout the country.

JEFFERIES INVESTMENT ADVISERS LLC is a New York, New York based Financial Planning firm with nearly $3,402,872,417 assets under management, offering retirement planning & investment advisory services to 2081 clients. The firm is staffed with 135 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	325421
SEC#	801-127656
Assets Managed by Firm	$3,402,872,417
No. of Clients	2081
No. of Advisors	135

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2081	$3,402,872,417
Individuals (other than high net worth individuals)	1687	$1,942,298,532
Pension and profit sharing plans	25	$23,567,929
Corporations or other businesses	368	$1,433,984,631

More Retirement Planning firms in New York, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032	$26,678,534,447	15	78
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$25,872,395,406	10	37
SANCTUARY ADVISORS, LLC 3815 River Crossing Pkwy, Suite 200 Indianapolis, IN, 46240	$22,024,300,000	49099	643
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280	$11,439,805,300	5947	56

Explore More Retirement Advisors in New York, New York

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.