Jefferies Investment Advisers LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Jefferies Investment Advisers (JIA) provides customized financial planning services designed to help you understand your financial situation and pursue your long-term financial goals. JIA works with you to understand your goals, gather financial information, analyze your situation, and provide recommendations. JIA representatives also provide financial planning services through their affiliated broker-dealer, Jefferies LLC, free of charge.

Assets Under Management$3.4B
Clients2,018
Advisors118
Avg. per Client$1.7M
Avg. per Advisor$29M

Fee Structure

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

118 Advisors at this firm

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Jefferies Investment Advisers LLC | TrueAdvisor