Michael
Ross

Jefferies Investment Advisers, LLC

CRD#3060211
Investment Advisor
in New York, NY
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About this Advisor

Michael Ross is a certified financial planner based out of New York, New York, who has 11 years of work experience. Ross is on the advisory team at Jefferies Investment Advisers, LLC. Their career trajectory has included roles at Mass Mutual Life, Lenox Advisors, Inc, Mml Investors Services Inc, Wilmington Trust, Total Alignment Wealth Advisors, LLC and Jefferies LLC. Ross holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Jefferies Investment Advisers, LLC is a financial advisory business based in New York, New York. The company has offices in eight locations and a total of 127 financial advisors. It administers $6 billion in total assets among its 438 accounts, making it one of the largest firms in the United States by assets under management. The firm serves seven charitable organizations. Of its 438 client accounts, 91% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Jefferies Investment Advisers, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Financial advisory fee schedules typically vary depending on which service is provided. However, fee types billed by Jefferies Investment Advisers, LLC can be comprised of any combination of asset-based, commission-based and performance-based fees.

Certifications and Registrations

Series 65, Series 63, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Subscription Fees, Commissions, Performance-based Fees

Disclosures

No

Office Location

520 Madison Avenue
New York, NY 10022-4213

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Jefferies Investment Advisers, LLC Brokerage Details

Total Assets Under Management

$4,610,461,166

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

108

NY Average: 88
Total Number of Accounts

438

NY Average: 3,892
Average Account Size

$10,526,167

NY Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters

Michael Ross Work History

Michael has 11 years of experience.

2013 - 2013 (0 years)

Total Alignment Wealth Advisors, LLC

2013 - Present (6 years)

Jefferies LLC

2010 - 2012 (2 years)

Wilmington Trust

2007 - 2010 (3 years)

Mass Mutual Life

2007 - 2010 (3 years)

Lenox Advisors, Inc

2007 - 2010 (3 years)

Mml Investors Services Inc

Disclosures

Michael Ross has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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