TrueAdvisor
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AC
AC

Alejandro V Cabrera

Jefferies Investment Advisers LLC
22 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Jefferies Investment Advisers LLC
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

Location

1450 Brickell Ave Suite 1710, Miami, FL, 33131

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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 3 mos
Jefferies LLC
November 2023 - Present · 2 yrs 3 mos
Jefferies LLCBroker
November 2023 - Present · 2 yrs 3 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
Exams
No exam information available for this advisor.