William
Scott

Jefferies Investment Advisers LLC

CRD#7493372
Investment Advisor
in Chicago, IL

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About this Advisor

William Scott is a financial advisor based in Chicago, Illinois, working with Jefferies Investment Advisers LLC. William has previously held positions at Abn Amro Clearing Usa LLC, Brown-Forman, The Levein Team, Dodd & Dodd Attorneys, Sweett Group, University Of Louisville, Malet Lambert School, Louisville Collegiate School, Wyke College, River Ridge High School, and Jefferies LLC. William has passed the Series 66 regulatory exam and is registered to provide services in Illinois and New York. Currently, William is part of Jefferies Investment Advisers LLC, which operates out of Chicago, Illinois. 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

155 North Wacker Drive
Chicago, IL 60606

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Jefferies Investment Advisers LLC Brokerage Details

Total Assets Under Management

$3,100,468,310

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

144

IL Average: 88
Total Number of Accounts

2,044

IL Average: 3,892
Average Account Size

$1,516,863

IL 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

William Scott Work History

2023 - Present (1 year)

Jefferies LLC

2022 - 2023 (1 year)

Abn Amro Clearing Usa LLC

2020 - 2022 (2 years)

Brown-Forman

2018 - 2019 (1 year)

The Levein Team

2018 - 2021 (3 years)

University Of Louisville

2017 - 2018 (1 year)

Dodd & Dodd Attorneys

2017 - 2018 (1 year)

Louisville Collegiate School

2016 - 2016 (< 1 year)

Sweett Group

2016 - 2016 (< 1 year)

Wyke College

2015 - 2016 (1 year)

Malet Lambert School

2014 - 2015 (1 year)

River Ridge High School

2011 - 2014 (3 years)

Malet Lambert School

Disclosures

Please visit the SEC profile of William Scott 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
Kristopher Giordano
New York, NY
Patrick Buckley
Chicago, IL
Natalie Grotyohann
New York, NY
Erik Clancy
New York, NY
Joseph Niehaus
San Francisco, CA
Stephanie Farella
New York, NY
Mohammed Asaduzzaman
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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