Rosemarie Whyte-Sewell

6 Years of Experience

Atlanta, GA

Broker

Rosemarie Whyte-Sewell is a registered investment advisor at Jefferies Investment Advisers LLC, based in Atlanta, GA, with 6 years of industry experience. Rosemarie 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.

Jefferies Investment Advisers LLC

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

3550 Lenox Road NE, Atlanta, GA, 30326

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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.

Employment History

Current Registrations

Jefferies Investment Advisers LLC

May 2023 - Present · 3 yrs

Jefferies LLCBroker

November 2019 - Present · 6 yrs 6 mos

Jefferies LLC

November 2019 - Present · 6 yrs 6 mos

Previous Registrations

Leucadia Asset Management LLC

January 2020 - August 2023 · 3 yrs 7 mos

State Registrations53 states

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY

AdvisorBrokerBoth

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

No exam information available for this advisor.

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