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Gustavo Colomina

11 Years of Experience
Miami, FL
Broker

Gustavo Colomina is a registered investment advisor at Jefferies Investment Advisers LLC, based in Miami, FL, with 11 years of industry experience. Gustavo 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
118 advisors
IM Fee
Planning only
Assets Under Management
$3.4B

Fee Structure

One-Time Plan:$500 - $50,000
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Location

1450 Brickell Avenue, 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
June 2023 - Present · 2 yrs 11 mos
Jefferies LLC
March 2022 - Present · 4 yrs 2 mos
Jefferies LLCBroker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Leucadia Asset Management LLC
April 2022 - August 2023 · 1 yr 4 mos
Citigroup Global Markets INC.
August 2020 - April 2022 · 1 yr 8 mos
Citigroup Global Markets INC.Broker
November 2019 - April 2022 · 2 yrs 5 mos
J.P. Morgan Securities LLCBroker
January 2015 - November 2019 · 4 yrs 10 mos
Statetrust Investments INC.Broker
October 2014 - January 2015 · 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.