AC
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Alejandro Cabrera

23 Years of Experience
Broker

Alejandro Cabrera is a registered investment advisor at Jefferies Investment Advisers LLC, based in Miami Springs, FL, with 23 years of industry experience. Alejandro 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
118 advisors
IM Fee
Planning only
Assets Under Management
$3.4B

Fee Structure

One-Time Plan:$500 - $50,000
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Location

Miami Springs, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Jefferies Investment Advisers LLC
November 2023 - Present · 2 yrs 5 mos
Jefferies LLC
November 2023 - Present · 2 yrs 5 mos
Jefferies LLCBroker
November 2023 - Present · 2 yrs 5 mos
Previous Registrations
Morgan Stanley
November 2012 - November 2023 · 11 yrs
Morgan StanleyBroker
November 2012 - November 2023 · 11 yrs
Wells Fargo Advisors, LLC
August 2008 - November 2012 · 4 yrs 3 mos
Wells Fargo Advisors, LLCBroker
February 2003 - November 2012 · 9 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Alejandro Cabrera - Financial Advisor | TrueAdvisor