Ana Avina is a registered investment advisor at Jefferies Investment Advisers LLC, based in Miami, FL, with 20 years of industry experience. Ana 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
1450 Brickell Avenue, Suite1710, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
Jefferies LLC
Jefferies LLCBroker
Previous Registrations
Leucadia Asset Management LLC
Morgan Stanley
Morgan StanleyBroker
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations53 states
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.