Ana L Avina

Jefferies Investment Advisers LLC

20 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Jefferies Investment Advisers LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

103 advisors

Number of Clients

2,081 clients

Average Client Portfolio

$1.6M average

Assets Under Management

$3.4B

Fee Structure

Minimum Investment:$250K

Financial Planning:Investment management only

Location

1450 Brickell Avenue, Suite1710, Miami, FL, 33131

Get directions

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.

Other Business Activities

Ana owns rental real estate in Miami, FL since 2018 and 2020. These activities are investment-related and require minimal time.

Employment History

Current Registrations

Jefferies Investment Advisers LLC

May 2023 - Present · 2 yrs 9 mos

Jefferies LLC

February 2021 - Present · 5 yrs

Jefferies LLCBroker

February 2021 - Present · 5 yrs

Previous Registrations

Leucadia Asset Management LLC

March 2021 - August 2023 · 2 yrs 5 mos

Morgan Stanley

February 2016 - March 2021 · 5 yrs 1 mo

Morgan StanleyBroker

February 2016 - March 2021 · 5 yrs 1 mo

Credit Suisse Securities (USA) LLC

June 2009 - March 2016 · 6 yrs 9 mos

Credit Suisse Securities (USA) LLCBroker

May 2009 - March 2016 · 6 yrs 10 mos

Citigroup Global Markets INC.

May 2007 - May 2009 · 2 yrs

Citigroup Global Markets INC.Broker

May 2007 - May 2009 · 2 yrs

Citicorp Investment Services

March 2006 - May 2007 · 1 yr 2 mos

Citicorp Investment ServicesBroker

February 2006 - May 2007 · 1 yr 3 mos

Citigroup Global Markets INC.

May 2005 - January 2006 · 8 mos

Citigroup Global Markets INC.Broker

May 2005 - January 2006 · 8 mos

State Registrations53 states

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.