Jefferies Investment Advisers LLC
New York, NY·SEC-registered · CRD #325421
Jefferies Investment Advisers LLC is an SEC-registered investment advisory firm in New York, NY managing $5.2B across 2.3k client accounts, with 107 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$5.2B
Client accounts
2.3k
Advisory staff
107
Fee model
Fee-based
How Jefferies Investment Advisers LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Jefferies Investment Advisers LLC
How much does Jefferies Investment Advisers LLC manage?
Per its most recent SEC Form ADV filing (06/22/2026), Jefferies Investment Advisers LLC reports $5.2B in regulatory assets under management across roughly 2.3k client accounts.
How does Jefferies Investment Advisers LLC charge?
Jefferies Investment Advisers LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Jefferies Investment Advisers LLC a fiduciary?
Yes. Jefferies Investment Advisers LLC is registered with the U.S. Securities and Exchange Commission (CRD #325421), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Jefferies Investment Advisers LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Jefferies Investment Advisers LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in New York, NY
Profile compiled from Jefferies Investment Advisers LLC's public SEC Form ADV filing (CRD #325421, filed 06/22/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Jefferies Investment Advisers LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Jefferies Investment Advisers LLC? Claim this profile.