Assets Under Management
$3.4B
Number of Clients
2,081
Number of Advisors
103
Average Client AUM
$1.6M
AUM per Advisor
$33.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Jefferies Investment Advisers offers various wrap fee accounts, including discretionary, nondiscretionary, separately managed accounts (SMAs), unified managed accounts (UMAs), and fund strategist portfolios. Fees are negotiated and cover advisory, administrative, and trade execution services. Clients work with a JIA Representative to determine the appropriate account type.
520 Madison Avenue, New York, NY, 10022