Cooley Fales is a registered investment advisor at Jefferies Investment Advisers LLC, based in Atlanta, GA, with 25 years of industry experience. Cooley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Tax Planning. Their firm serves 2,018 clients with $3.4B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Atlanta, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cooley is a member at large of the Knox Hall Condominium Association since 2017, spending minimal time approving member requests. Cooley is also the Membership Chair and a Board Member at Druid Hills Golf Club since late 2024, dedicating a few hours per week to welcoming new members.
Employment History
Current Registrations
Jefferies Investment Advisers LLC
Jefferies LLCBroker
Jefferies LLC
Previous Registrations
Leucadia Asset Management LLC
Deutsche Bank Securities INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
Deutsche Bank Securities INC.Broker
Credit Suisse First Boston
Credit Suisse First Boston LLCBroker
Goldman, Sachs & CO.Broker
State Registrations53 states
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