Jefferies Investment Advisers LLC

Firm record

As recorded in SEC IAPD

Firm CRD

325421

SEC number

801-127656

Firm type

RIA

Assets under management

$5.2B as of Jun 22, 2026

Website

www.jefferies.com ↗

Phone

212-284-2300

Address

520 Madison Avenue, New York, NY, 10022

Advisors at this firm

118 in our index · page 3 of 3

• Thomas Frederick SavinoCRD 7921700 · New York, NY
  IA RegisteredBroker
• Pierfrancesco ServidioCRD 7084336 · New York, NY
  IA RegisteredBroker
• Michael Emilio SilvestriCRD 6722475 · New York, NY
  IA RegisteredBroker
• Ava Jade SteinerCRD 7758319 · New York, NY
  IA RegisteredBroker
• Robert Charles SternCRD 2226962 · Mckinney, TX
  IA RegisteredBroker
• Nicholas TheocharopoulosCRD 6512835 · New York, NY
  IA RegisteredBroker
• Jacqueline TownsendCRD 7525917 · New York, NY
  IA RegisteredBroker
• Luis Fernando TasconCRD 5547382 · Miami, FL
  IA RegisteredBroker
• Gabriel TishelmanCRD 7266367 · New York, NY
  IA RegisteredBroker
• Javier Jose Torres NoriegaCRD 6207820 · Miami, FL
  IA RegisteredBroker
• Lucia UribeCRD 7431332 · Miami, FL
  IA RegisteredBroker
• Kristin E VenneCRD 5880921 · New York, NY
  IA RegisteredBroker
• Patrick Joshua WalkerCRD 6144647 · Chicago, IL
  IA RegisteredBroker
• Alan I WolbergCRD 2093914 · New York, NY
  IA RegisteredBroker
• David Thomas WoodCRD 6415024 · New York, NY
  IA RegisteredBroker
• Rosemarie Georgia Whyte-SewellCRD 7151048 · Atlanta, GA
  IA RegisteredBroker
• Xuefei YuCRD 7441061 · New York, NY
  IA RegisteredBroker
• Qing YinCRD 7990463 · New York, NY
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.