Caley
Burke
Jefferies Investment Advisers LLC
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About this Advisor
Caley Burke is a financial advisor based in Philadelphia, Pennsylvania, working with Jefferies Investment Advisers LLC. Caley has previously held positions at J.P. Morgan Securities LLC, Jpmorgan Chase Bank Na, Jp Morgan Chase Bank, N.A, and Jefferies LLC. Caley has passed the Series 66 regulatory exam and is registered to provide services in New York and Pennsylvania. Currently, Caley is part of Jefferies Investment Advisers LLC, which operates out of Philadelphia, Pennsylvania. 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
Services Offered
Fee Structure
Office Location
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Jefferies Investment Advisers LLC Brokerage Details
$3,100,468,310
144
2,044
$1,516,863
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
Caley Burke Work History
Jefferies LLC
Jp Morgan Chase Bank, N.A
J.P. Morgan Securities LLC
Jpmorgan Chase Bank Na
Disclosures
Please visit the SEC profile of Caley Burke 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
New York, NY
New York, NY
Miami, FL
Chicago, IL
New York, NY
New York, NY
San Francisco, CA
New York, NY
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