Ana Avina is a registered investment advisor at Jefferies Investment Advisers LLC, based in Miami, FL, with 21 years of industry experience. Ana 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
1450 Brickell Avenue, Suite1710, Miami, FL, 33131
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Regulatory History
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 →Other Business Activities
Ana owns rental real estate in Miami, FL since 2018 and 2020. These activities are investment-related and require minimal time.
Employment History
Current Registrations
Jefferies Investment Advisers LLC
Jefferies LLC
Jefferies LLCBroker
Previous Registrations
Leucadia Asset Management LLC
Morgan Stanley
Morgan StanleyBroker
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations53 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
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