Alan Feldman
Alan Feldman is a registered investment advisor at Jefferies Investment Advisers LLC, based in New York, NY, with 25 years of industry experience. Alan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Corporate Executives, Estate Planning, High Net Worth, Retirement Planning, and 1 more. Their firm serves 2,020 clients with $5.2B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Jefferies Investment Advisers offers ongoing financial planning services as part of its annual engagements, which can include periodic reviews of your financial needs, updates to your financial plan, progress tracking, and identification of changes in your situation that impact your goals.
- Standard financial planning services — Typically costs between $1,000 and $10,000 per year, with an overall range of $500 to $50,000 depending on the scope and complexity of your situation.
- Complex high-net-worth planning — Fees can range from $50,000 to $100,000 for relationships with a net worth of $100 million or more.
Location
520 Madison Avenue, New York, NY, 10022
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2019Employment History
Current Registrations
Jefferies Investment Advisers LLC
Jefferies LLCBroker
Previous Registrations
Leucadia Asset Management LLC
J.P. Morgan Securities LLCBroker
State Registrations52 states
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
More Advisors
- Michael Ross, CFPJefferies Investment Advisers LLC
- Franklyn CollymoreJefferies Investment Advisers LLC
- Solomon ChehebarJefferies Investment Advisers LLC
- Emanuele PirrelloJefferies Investment Advisers LLC
- Christopher Martin, CFAJefferies Investment Advisers LLC
- Stephanie Farella, CFPJefferies Investment Advisers LLC