Jefferies LLC

Broker-DealerFINRA Member

Total AUM

—

Advisory reps

2,478

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 here as an investment bank. The owner type is listed as a mix of a domestic entity and individual ownership. The firm is not identified in this dataset as a capital allocator or as an active ESG investor. It is also not presented as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser within the provided snapshot.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 48

Active vs passive

$2.1B in ETFs

Passive

95%

$2B

Active

4%

$109M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES RUSSELL 2000 ETF (IWM)	BlackRock	Passive	Small Blend	$278M	1,001,120	12.98%

Unlock additional holdings →

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

Similar firms

Percent Securities, LLC

New York, NY

BTM Consulting USA, LLC

New York, NY

Prime Number Capital, LLC

New York, NY

N.B. Zoullas Securities, Inc.

New York, NY

Sand Capital LLC

New York, NY

Clear Street LLC

New York, NY

AUM —REPS 273

More Broker-Dealers in New York →All New York Broker-Dealers →