Jefferies Investment Advisers LLC
● SEC registered since 2023CRD 325421SEC# 801-127656New York, NY
Reg. AUM
$5.15B
Employees
119
Accounts
2,020
Location
New York, NY
Jefferies Investment Advisers LLC assets under management
Jefferies Investment Advisers LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2023. It reports $5.2 billion in regulatory assets under management and employs 119 people.
Jefferies Investment Advisers LLC owners & executives
7 reported| 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 |
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Join to unlock · $37/moFrequently asked questions
How much does Jefferies Investment Advisers LLC manage?
Jefferies Investment Advisers LLC reports $5.2 billion in regulatory assets under management on its Form ADV.
How many employees does Jefferies Investment Advisers LLC have?
Jefferies Investment Advisers LLC reports 119 employees.
Where is Jefferies Investment Advisers LLC located?
Jefferies Investment Advisers LLC is based in New York, NY and has been SEC-registered since 2023.
Does Jefferies Investment Advisers LLC disclose fund performance?
Jefferies Investment Advisers LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$5.15B▲ 51%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 6%
More than 94% of 16,825 advisers
Assets under management
$5.15Bregulatory AUM
Discretionary $4.69BNon-discretionary $466.9M