Bennett
Gross

Jefferies Investment Advisers LLC

CRD#1420440
Investment Advisor
in New York, NY

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About this Advisor

Bennett Gross is a financial advisor based in New York, New York, working with Jefferies Investment Advisers LLC. Bennett has previously held positions at Ep Wealth Advisors, Sanctuary Wealth, Jefferies LLC, and L&S Advisors, Inc. Bennett has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California, New York, and Texas. Currently, Bennett is part of Jefferies Investment Advisers LLC, which operates out of New York, New York. 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 65, Series 63, Chartered Financial Analyst

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

520 Madison Avenue
New York, NY 10022

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Jefferies Investment Advisers LLC Brokerage Details

Total Assets Under Management

$3,100,468,310

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

144

NY Average: 88
Total Number of Accounts

2,044

NY Average: 3,892
Average Account Size

$1,516,863

NY 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

Bennett Gross Work History

2022 - Present (2 years)

Jefferies LLC

2021 - 2022 (1 year)

Sanctuary Wealth

2016 - 2021 (5 years)

L&S Advisors, Inc

2012 - 2016 (4 years)

Ep Wealth Advisors

Disclosures

Please visit the SEC profile of Bennett Gross 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

Mohammed Asaduzzaman
New York, NY
Erik Clancy
New York, NY
Kristopher Giordano
New York, NY
Natalie Grotyohann
New York, NY
Ileana Platt
New York, NY
Patrick Buckley
Chicago, IL

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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