| Name | Title | Ownership | Since |
|---|---|---|---|
| David J Nagy | Chief Compliance Officer | Under 5% | 2023 |
| Franklyn Johnson Collymore Control | Senior Vice President, Head Of Wealth Management Supervision & Risk | Under 5% | 2023 |
| Jefferies Financial Group Inc. Control | Direct Owner | Over 75% | 2023 |
Jefferies Investment Advisers LLC reports $3.4 billion in regulatory assets under management on its Form ADV.
Jefferies Investment Advisers LLC reports 135 employees.
Jefferies Investment Advisers LLC is based in New York, NY and has been SEC-registered since 2023.
Jefferies Investment Advisers LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 520 Madison Avenue, New York, NY 10022 |
| Phone | 212-284-2300 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1985043 |
| Discloses disciplinary history | Yes |
| Discretionary | $2.97B |
| Non-discretionary | $430.7M |
| Total (RAUM) | $3.4B |