Karen Armstrong
Karen Armstrong is a registered investment advisor at Jefferies Investment Advisers LLC, based in Los Angeles, CA, with 35 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Tax Planning. Their firm serves 2,018 clients with $3.4B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1100 Santa Monica Boulevard, Los Angeles, CA, 90025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Karen is an officer of the Kevin Armstrong MD Memorial Sports Foundation, a nonprofit providing sports opportunities for underserved students. She dedicates about 10-20% of her time to performing administrative duties for the foundation.
Employment History
Current Registrations
Jefferies Investment Advisers LLC
Jefferies LLC
Jefferies LLCBroker
Previous Registrations
Leucadia Asset Management LLC
J.p.morgan Securities INC.
J.P. Morgan Securities INC.Broker
Jefferies Investment Advisers, LLC
Jefferies & Company, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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