Los Angeles, CA 11100 Santa Monica Boulevard Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$2,074,897,017
ClientsTotal clients
1,649
AdvisorsAdvisors at this office
2
Of 119 advisors across 19 offices
Location
11100 Santa Monica Boulevard
Los Angeles CA 90025
Advisors at this office
2
Advisors at this office
Steven P
CFA®, Series 66
Los Angeles, CA
Jefferies Investment Advisers LLC
Steven Petrovich is a CFA® charterholder and holds a Series 66 designation, with nine years of industry experience. He is currently with Jefferies Investment Advisers LLC in Los Angeles, having joined the firm in 2025 after eight years at City National Rochdale. Prior to that, he was affiliated with the University of California Los Angeles. Jefferies Investment Advisers LLC provides fee-based financial planning services to a broad client base, including individuals, trusts, estates, and charitable organizations. The firm emphasizes a collaborative and customized planning process supported by third-party software and analytical tools, separate from implementation and transaction execution functions.
Michael T
Series 66
Los Angeles, CA
Jefferies Investment Advisers LLC
Michael Taila is a financial advisor at Jefferies Investment Advisers LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at Rochdale Investment Management, Rim Securities LLC, and City National Bank. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and businesses. The firm employs a customized, collaborative planning process and uses third-party software and simulations to support its financial planning, while keeping its fiduciary planning separate from implementation and execution services.
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