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 financial advisor based in New York, New York, working with Jefferies Investment Advisers LLC. Michael has previously held positions at Jefferies LLC, Leucadia Asset Management LLC, and Jefferies Insurance Brokerage. Michael has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New York and Texas. Currently, Michael 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, CERTIFIED FINANCIAL PLANNER™

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

Michael Ross Work History

2013 - Present (11 years)

Jefferies LLC

2013 - Present (11 years)

Leucadia Asset Management LLC

2013 - Present (11 years)

Jefferies Insurance Brokerage

Disclosures

Please visit the SEC profile of Michael Ross 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

Kristopher Giordano
New York, NY
Romel Rodriguez
Miami, FL
Emily Rosen
New York, NY
Samuel Brick
Chicago, IL
Patrick Buckley
Chicago, IL
Joseph Niehaus
San Francisco, CA
Erik Clancy
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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