JEFFERIES LLC

Broker-DealerFINRA MemberEst. 1969

Total AUM

—

Advisory reps

2,368

Avg account

$0

Firm details

Headquarters: New York, New York
CRD number: 2347
Registered since: September 17, 1969
Website: www.jefferies.com

Firm profile

FINTRX

Overview

Jefferies LLC is organized as a limited liability company and is classified as an investment bank. The firm has been SEC-registered since 1969. In the FINTRX snapshot it is recorded as a domestic entity / individual owner type and is not identified as a capital allocator. The profile indicates the firm is not an active ESG investor, not a multi-state registered adviser, not newly formed, and not a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

3 of 21

Gabriel Tishelman
COOCRD 7266367
GUY KEARSLEY
Chief Risk OfficerCRD 5640706
LYNNE DAVIS
CIOCRD 2268036

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Contacts

3 of 2347

Victor CastroFernandez
Investment Banking AssociateCRD 7745219
DENNIS DAHILL
Senior Vice PresidentCRD 1705792
Darren Binsol
Senior Vice PresidentCRD 4524089

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 173

Active vs passive

$2.9B in ETFs

Passive

98%

$2.8B

Active

1%

$54.2M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SPDR S&P 500 ETF TRUST (SPY)	State Street	Passive	Large Blend	$410M	631,073	14.39%

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Primary office

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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