Luis Tascon is a registered investment advisor at Jefferies Investment Advisers LLC, based in Miami, FL, with 13 years of industry experience. Luis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Tax Planning. Their firm serves 2,018 clients with $3.4B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1450 Brickell Avenue, Suite 1710, 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 →Employment History
Current Registrations
Jefferies Investment Advisers LLC
Jefferies LLC
Jefferies LLCBroker
Previous Registrations
Leucadia Asset Management LLC
Bancolombia Capital Advisers LLC
Bancolombia Capital LLCBroker
Safra Securities LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Jefferies LLCBroker
Wells Fargo Advisors, LLCBroker
Morgan StanleyBroker
State Registrations53 states
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