Investment adviser · CRD 325421
JEFFERIES INVESTMENT ADVISERS LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Jun 22, 2026
- Regulatory AUM
- $5.15B Form ADV · Item 5.F
- Client accounts
- 2,020 Accounts, not individual clients
- Employees
- 119 Reported in this filing
- Advisory professionals
- 107 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Corporations & businesses | 340 | $3,055,188,432 | 59.3% |
| Individuals | 1,649 | $2,074,897,017 | 40.3% |
| Retirement plans | 30 | $21,269,272 | 0.4% |
| Sovereign wealth & foreign institutions | 1 | $3,206,420 | 0.1% |
Filing source
Form ADV 2114609 · Jun 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 22, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
520 MADISON AVENUENEW YORK, NY, 10022, United States
CRD 325421
Filing source
Form ADV 2114609 · Jun 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.