Jefferies Private Client Advisers, LLC is a large advisory firm based in New York. It manages $438 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California, Connecticut, Illinois, and New York.
Jefferies Private Client Advisers provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Jefferies Private Client Advisers, LLC is $438 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Jefferies Private Client Advisers, LLC for their services and products based on a percentage of assets under management, commissions, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Edward Wilson has been acting as President since 1 Oct 2002. John Thomas Sutton joined the executive team most recently as the Evp, Pcs Division.
The principal office where Jefferies Private Client Advisers, LLC performs its advisory services is located at 520 Madison Avenue, 12 Th Floor, New York, NY 10022 4213, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-284-2262 or by fax 917-421-1997. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.