AP
AP

Amanda Parness

26 Years of Experience
Broker

Amanda Parness is a registered investment advisor at Jefferies Investment Advisers LLC, based in New York, NY, with 26 years of industry experience. Amanda 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
118 advisors
IM Fee
Planning only
Assets Under Management
$3.4B

Fee Structure

One-Time Plan:$500 - $50,000
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Location

520 Madison Avenue, New York, NY, 10022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Jefferies Investment Advisers LLC
November 2025 - Present · 5 mos
Jefferies LLC
August 2025 - Present · 8 mos
Jefferies LLCBroker
August 2025 - Present · 8 mos
Previous Registrations
Kidron Capital Securities LLCBroker
February 2020 - July 2023 · 3 yrs 5 mos
Nylife Distributors LLCBroker
March 2002 - May 2019 · 17 yrs 2 mos
Nylife Securities INC.Broker
June 1998 - March 2002 · 3 yrs 9 mos
Goldman, Sachs & CO.Broker
June 1994 - July 1996 · 2 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Amanda Parness - Financial Advisor | TrueAdvisor