AF
AF

Alan E Feldman

24 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
103 advisors
Number of Clients
2,081 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$3.4B

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
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Location

520 Madison Avenue, New York, NY, 10022

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History

Regulatory History (1)
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Employment Separation After Allegations
September 2019
Employment History
Current Registrations
Jefferies Investment Advisers LLC
May 2023 - Present · 2 yrs 9 mos
Jefferies LLCBroker
September 2019 - Present · 6 yrs 5 mos
Previous Registrations
Leucadia Asset Management LLC
August 2021 - August 2023 · 2 yrs
J.P. Morgan Securities LLCBroker
October 2001 - September 2019 · 17 yrs 11 mos
State Registrations1 state
NY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alan E Feldman - Financial Advisor | TrueAdvisor