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Leandro M

Series 66

New York, NY

Jefferies Investment Advisers LLC

Leandro Milititsky is a financial advisor at Jefferies Investment Advisers LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Jefferies LLC and its affiliated entities since 2012. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning, using tools like eMoneyAdvisor and Monte Carlo simulations to support their recommendations.

General retirement planning Income planning Equity compensation tax strategy Concentrated stock management Charitable giving & philanthropy
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Ileana P

Series 63, Series 65

New York, NY

Jefferies Investment Advisers LLC

Ileana Platt is a financial advisor at Jefferies Investment Advisers LLC with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been with various Jefferies entities since 2015. Outside of her advisory role, she is a general partner in a real estate partnership and serves as a director of a real estate holding company. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and businesses, using a customized and collaborative planning process supported by third-party software and scenario analysis.

General retirement planning Income planning Equity compensation tax strategy Concentrated stock management Charitable giving & philanthropy
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Ana A

Series 66

New York, NY

Jefferies Investment Advisers LLC

Ana Avina is a financial advisor at Jefferies Investment Advisers LLC with 20 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Jefferies LLC. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm employs a customized, collaborative planning process supported by third-party software and offers a wide range of planning topics including tax, estate, executive compensation, and philanthropic planning.

General retirement planning Income planning Equity compensation tax strategy Concentrated stock management Charitable giving & philanthropy
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Caroline R

Series 66

New York, NY

Jefferies Investment Advisers LLC

Caroline Ramirez is a financial advisor at Jefferies Investment Advisers LLC with five years of industry experience. She holds the Series 66 designation and has worked at firms including Jefferies LLC, Leucadia Asset Management LLC, Hall Capital Partners, and ClearBridge Investments. Prior to her advisory roles, she was affiliated with Hughes Hubbard & Reed LLP and the University of Scranton. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers a customized, collaborative planning process covering a range of topics such as tax and estate planning, executive compensation, and philanthropic planning.

General retirement planning Income planning Equity compensation tax strategy Concentrated stock management Charitable giving & philanthropy
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Solomon C

Series 66

New York, NY

Jefferies Investment Advisers LLC

Solomon Chehebar is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at Jefferies LLC since 2019 and previously held positions at Leucadia Asset Management LLC, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative planning process. The firm offers a broad range of planning topics and employs third-party software tools to support probability-based financial outcomes while maintaining a separation between planning and implementation roles.

General retirement planning Income planning Equity compensation tax strategy Concentrated stock management Charitable giving & philanthropy
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Rosemarie W

Series 66

New York, NY

Jefferies Investment Advisers LLC

Rosemarie Whyte Sewell is a financial advisor at Jefferies Investment Advisers LLC with six years of industry experience. She holds a Series 66 designation and has worked at Jefferies LLC since 2019, including her current role at Jefferies Investment Advisers since 2023. Prior to that, she was employed at PNC Bank and Sagicor Group Jamaica Limited. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized planning process covering a range of topics such as tax and estate planning, executive compensation, and philanthropic planning.

General retirement planning Income planning Equity compensation tax strategy Concentrated stock management Charitable giving & philanthropy
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Qing Y

Series 63, Series 65, Series 66

New York, NY

Jefferies Investment Advisers LLC

Qing Yin is a financial advisor at Jefferies Investment Advisers LLC with one year of industry experience. Their prior roles include positions at Jefferies LLC, J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Cathay Bank. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm employs a customized, collaborative planning process that incorporates third-party software and scenario analysis to support goal-based financial planning.

General retirement planning Income planning Equity compensation tax strategy Concentrated stock management Charitable giving & philanthropy
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Bryan P

Series 66

New York, NY

Jefferies Investment Advisers LLC

Bryan Pinedo is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Optima Fund Management, and Cerulli Associates. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and corporations. The firm offers a collaborative, customized planning process using third-party software and scenario analysis to support goal-based financial planning.

General retirement planning Income planning Equity compensation tax strategy Concentrated stock management Charitable giving & philanthropy
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Jaime F

Series 63, Series 66

New York, NY

Jefferies Investment Advisers LLC

Jaime Fals Jr. is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Jefferies LLC since 2015. Jefferies Investment Advisers LLC provides fee-based financial planning services to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm employs a customized, collaborative planning process supported by third-party software and scenario analysis to develop comprehensive financial plans.

General retirement planning Income planning Equity compensation tax strategy Concentrated stock management Charitable giving & philanthropy
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Pierfrancesco S

Series 63, Series 66

New York, NY

Jefferies Investment Advisers LLC

General retirement planning Income planning Equity compensation tax strategy Concentrated stock management Charitable giving & philanthropy
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Triana Raquel A

Series 66

New York, NY

Jefferies Investment Advisers LLC

Triana Raquel Arellano is a financial advisor at Jefferies Investment Advisers LLC with a Series 66 credential and one year of industry experience. She has previously worked at Insigneo Securities LLC and Wells Fargo Clearing Services. Jefferies Investment Advisers LLC offers fee-based financial planning services to a variety of clients including individuals, trusts, and corporations. The firm employs a customized, collaborative planning process utilizing third-party software and Monte Carlo simulations to support goal-based financial analysis.

General retirement planning Income planning Equity compensation tax strategy Concentrated stock management Charitable giving & philanthropy
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Emily R

Series 66

New York, NY

Jefferies Investment Advisers LLC

Emily Rosen is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. She holds the Series 66 designation and has been with Jefferies since 2022. Prior to her financial advisory role, she studied at Syracuse University and completed her secondary education at Upper Dublin High School. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm employs a collaborative planning process tailored to client goals and utilizes third-party software, including Monte Carlo simulations, to support probability-based financial outcomes.

General retirement planning Income planning Equity compensation tax strategy Concentrated stock management Charitable giving & philanthropy
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Kendra R

Series 66

New York, NY

Jefferies Investment Advisers LLC

Kendra Rizkalla is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Siguler Guff & Company, LP for ten years. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative planning process. The firm employs third-party financial planning software and scenario analysis to support its recommendations, while maintaining a separation between planning and implementation services.

General retirement planning Income planning Equity compensation tax strategy Concentrated stock management Charitable giving & philanthropy
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Robert C

Series 63

New York, NY

Jefferies Investment Advisers LLC

Robert Constant is a financial advisor at Jefferies Investment Advisers LLC with 47 years of industry experience. He holds a Series 63 designation and has worked at Jefferies & Company, Inc. since 2012, including time at Leucadia Asset Management LLC. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm follows a customized, collaborative planning process that incorporates third-party software and probability-based analyses to support a range of planning topics.

General retirement planning Income planning Equity compensation tax strategy Concentrated stock management Charitable giving & philanthropy
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Eric P

Series 63, Series 65, Series 66

New York, NY

Jefferies Investment Advisers LLC

Eric Platt is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63, Series 65, and Series 66 licenses and eight years of industry experience. His previous roles include positions at OneDigital and M&G Investment Management Limited. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a collaborative and customized planning process incorporating third-party software and probability-based outcome simulations.

General retirement planning Income planning Equity compensation tax strategy Concentrated stock management Charitable giving & philanthropy
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Alan W

Series 63, Series 65

New York, NY

Jefferies Investment Advisers LLC

Alan Wolberg is a financial advisor at Jefferies Investment Advisers LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at City National Securities. Outside of his advisory role, he volunteers with Bet Torah, assisting in charitable gifting marketing. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities, offering a customized, collaborative planning process supported by third-party software and scenario analysis.

General retirement planning Income planning Equity compensation tax strategy Concentrated stock management Charitable giving & philanthropy
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Patrick B

Series 66

New York, NY

Jefferies Investment Advisers LLC

Patrick Buckley is a financial advisor at Jefferies Investment Advisers LLC in New York, NY, holding a Series 66 designation with eight years of industry experience. He has worked at Jefferies LLC since 2019 and previously held a role at Interactive Brokers LLC from 2014 to 2019. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, and business entities, offering a range of planning topics including tax and estate planning, executive compensation, and philanthropic planning. The firm follows a customized, collaborative planning process and utilizes third-party software and Monte Carlo simulations to analyze financial scenarios.

General retirement planning Income planning Equity compensation tax strategy Concentrated stock management Charitable giving & philanthropy
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Josette E

Series 63, Series 66

New York, NY

Jefferies Investment Advisers LLC

Josette Egan is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Jefferies and its related entities since 2010. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm uses a customized, collaborative planning process supported by third-party financial planning software and probabilistic analysis tools.

General retirement planning Income planning Equity compensation tax strategy Concentrated stock management Charitable giving & philanthropy
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Dylan H

Series 66

New York, NY

Jefferies Investment Advisers LLC

Dylan Hallard is a financial advisor with Jefferies Investment Advisers LLC in New York, NY, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Webull Financial and UBS Financial Services. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and corporations. The firm offers a customized planning process utilizing third-party software and probability-based analyses, focusing on a broad range of financial planning topics while maintaining a separation between fiduciary planning and implementation services.

General retirement planning Income planning Equity compensation tax strategy Concentrated stock management Charitable giving & philanthropy
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Maria G

Series 63, Series 65

New York, NY

Jefferies Investment Advisers LLC

Maria Govea is a financial advisor at Jefferies Investment Advisers LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2023. Outside of her advisory role, she is involved in a family-owned Italian kitchen cabinet import business as a partner. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other entities. The firm offers a customized, collaborative planning process covering topics such as tax and estate planning and uses third-party software and simulations to illustrate financial outcomes.

General retirement planning Income planning Equity compensation tax strategy Concentrated stock management Charitable giving & philanthropy
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