Jefferies LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 2347
- Registered since
- September 17, 1969
- Website
- www.jefferies.com
Firm profile
FINTRXOverview
Jefferies LLC is recorded as a limited liability company classified under FINTRX as an investment bank and has been SEC-registered since 1969. The dataset lists owner types as domestic entity and individual. FINTRX does not enumerate the firm's fee schedule, specific advisory activities, or client segments. The profile also flags the firm as not a capital allocator, not an active ESG investor, not a multi-state adviser, and not a pension consultant.
Assets & Accounts
Public Holdings
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 22Guy Kearsley
Group Chief Risk OfficerCRD 5640706
David Zervos
Chief Market StrategistCRD 4251291
Lauri Scoran
Chief Compliance OfficerCRD 2060170
Contacts
3 of 2492
Matthew Kennedy
Senior Vice PresidentCRD 5672999

Aaron Silver
Senior Vice PresidentCRD 5690583
Cooper Brown
Investment Banking AssociateCRD 5695490
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 208Active vs passive
$3.7B in ETFs
95%
$3.5B
4%
$202M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $863M | 1,155,306 | 23.01% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 520 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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