Jefferies LLC

Broker-DealerFINRA MemberEst. 1969
Total AUM
Advisory reps
2,361
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
2347
Registered since
September 17, 1969

Firm profile

FINTRX

Overview

Jefferies LLC is organized as a limited liability company and is classified in this dataset as an investment bank. The firm is shown as SEC-registered since 1969 and is identified as a domestic entity/individual owner type. The dataset marks Jefferies LLC as not functioning as a capital allocator and not being an active ESG investor; it is also not listed as a multi-state adviser in the provided records. The available information focuses on the firm's marketable-securities activity rather than advisory or private-capital operations. That profile is consistent with the 13F disclosure detail in this file set, which highlights public equity and ETF positions rather than manager-of-managers or direct private-investment allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 20
  • Gabriel Tishelman

    Gabriel Tishelman

    COOCRD 7266367

  • Guy Kearsley

    Chief Risk OfficerCRD 5640706

  • Lynne Davis

    Lynne Davis

    CIOCRD 2268036

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Contacts

3 of 2341
  • Victor CastroFernandez

    Victor CastroFernandez

    Investment Banking AssociateCRD 7745219

  • Dennis Dahill

    Senior Vice PresidentCRD 1705792

  • Darren Binsol

    Senior Vice PresidentCRD 4524089

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 173

Active vs passive

$2.9B in ETFs

Passive

98%

$2.8B

Active

1%

$54.2M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$410M631,07314.39%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth