AC
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Alejandro Cabrera

23 Years of Experience
Miami Springs, FL
Broker

Alejandro Cabrera is a registered investment advisor at Jefferies Investment Advisers LLC, based in Miami Springs, FL, with 23 years of industry experience. Alejandro 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
119 advisors
IM Fee
Planning only
Assets Under Management
$5.2B

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.
Annual Retainer:$500 - $100,000/year
One-Time Plan:$500 - $100,000
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Location

Miami Springs, FL

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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 2023 - Present · 2 yrs 11 mos
Jefferies LLC
November 2023 - Present · 2 yrs 11 mos
Jefferies LLCBroker
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Morgan Stanley
November 2012 - November 2023 · 11 yrs
Morgan StanleyBroker
November 2012 - November 2023 · 11 yrs
Wells Fargo Advisors, LLC
August 2008 - November 2012 · 4 yrs 3 mos
Wells Fargo Advisors, LLCBroker
February 2003 - November 2012 · 9 yrs 9 mos
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.
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