JEFFRIES WEALTH MANAGEMENT

JEFFRIES WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 323385). Regulatory assets under management: $2.7M.

Registration

• CRD: 323385
• Type: Registered investment adviser
• Phone: 404-693-7446
• Latest filing: 2026-06-25
• Regulatory AUM: $2.7M
• Discretionary AUM: $2.7M
• Clients: 1
• Accounts: 49

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323385 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search