Rosemarie
Whyte-Sewell

Jefferies Investment Advisers LLC

CRD#7151048
Investment Advisor
in Atlanta, GA

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About this Advisor

Rosemarie Whyte-Sewell is a financial advisor based in Atlanta, Georgia, working with Jefferies Investment Advisers LLC. Rosemarie has previously held positions at Jefferies LLC, Pnc Bank, and Sagicor Group Jamaica Limited. Rosemarie has passed the Series 66 regulatory exam and is registered to provide services in Georgia and New York. Currently, Rosemarie is part of Jefferies Investment Advisers LLC, which operates out of Atlanta, Georgia. The firm has 7 offices and 144 employees. The firm manages assets totaling $3.1 billion and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Jefferies Investment Advisers LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3550 Lenox Road Ne
Atlanta, GA 30326

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Jefferies Investment Advisers LLC Brokerage Details

Total Assets Under Management

$3,100,468,310

GA Average: $7,464,549,021
Total Number of Employees

144

GA Average: 88
Total Number of Accounts

2,044

GA Average: 3,892
Average Account Size

$1,516,863

GA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Rosemarie Whyte-Sewell Work History

2019 - Present (5 years)

Jefferies LLC

2019 - 2019 (< 1 year)

Pnc Bank

2012 - 2018 (6 years)

Sagicor Group Jamaica Limited

Disclosures

Please visit the SEC profile of Rosemarie Whyte-Sewell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Jefferies Investment Advisers LLC

Samuel Brick
Chicago, IL
Natalie Grotyohann
New York, NY
Kristopher Giordano
New York, NY
Patrick Buckley
Chicago, IL
Romel Rodriguez
Miami, FL
Emily Rosen
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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