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Ana L Avina

Jefferies Investment Advisers LLC
20 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 Avenue, Suite1710, 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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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
May 2023 - Present · 2 yrs 9 mos
Jefferies LLC
February 2021 - Present · 5 yrs
Jefferies LLCBroker
February 2021 - Present · 5 yrs
Previous Registrations
Leucadia Asset Management LLC
March 2021 - August 2023 · 2 yrs 5 mos
Morgan Stanley
February 2016 - March 2021 · 5 yrs 1 mo
Morgan StanleyBroker
February 2016 - March 2021 · 5 yrs 1 mo
Credit Suisse Securities (USA) LLC
June 2009 - March 2016 · 6 yrs 9 mos
Credit Suisse Securities (USA) LLCBroker
May 2009 - March 2016 · 6 yrs 10 mos
Citigroup Global Markets INC.
May 2007 - May 2009 · 2 yrs
Citigroup Global Markets INC.Broker
May 2007 - May 2009 · 2 yrs
Citicorp Investment Services
March 2006 - May 2007 · 1 yr 2 mos
Citicorp Investment ServicesBroker
February 2006 - May 2007 · 1 yr 3 mos
Citigroup Global Markets INC.
May 2005 - January 2006 · 8 mos
Citigroup Global Markets INC.Broker
May 2005 - January 2006 · 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.