Jefferies LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 2347
- Registered since
- September 17, 1969
- Website
- www.jefferies.com
Firm profile
FINTRXOverview
Jefferies LLC is organized as a limited liability company and operates as an investment bank that has been SEC-registered since 1969. The firm is owned by domestic entities and individuals rather than a public parent, and it does not position itself as a capital allocator. Data provided indicates Jefferies does not identify as an active ESG investor and is not listed as a multi-state or newly formed investment adviser. Several advisory- and fee-related fields are not reported in the available snapshot.
Assets & Accounts
Public Holdings
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 21
Gabriel Tishelman
COOCRD 7266367
Guy Kearsley
Chief Risk OfficerCRD 5640706
Chelsea Dunlap
Managing Director, COO/CCOCRD 6352064
Contacts
3 of 2477
Victor CastroFernandez
Investment Banking AssociateCRD 7745219
Dennis Dahill
Senior Vice PresidentCRD 1705792
Darren Binsol
Senior Vice PresidentCRD 4524089
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 173Active vs passive
$2.9B in ETFs
98%
$2.8B
1%
$54.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $410M | 631,073 | 14.39% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 520 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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