ED
ED

Edward Durkin

30 Years of Experience
Miami, FL
Broker

Edward Durkin is a registered investment advisor at Jefferies Investment Advisers LLC, based in Miami, FL, with 30 years of industry experience. Edward 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
Loading...

Location

1450 Brickell Ave Suite 1710, Miami, FL, 33131

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Jefferies Investment Advisers LLC
May 2023 - Present · 3 yrs
Jefferies LLC
March 2017 - Present · 9 yrs 2 mos
Jefferies LLCBroker
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Leucadia Asset Management LLC
March 2017 - August 2023 · 6 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 1998 - March 2017 · 18 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1996 - March 2017 · 21 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.