Miami, FL Brickell Ave Office
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Jefferies Investment Advisers LLC
Multi-team
Firm-wide stats for Jefferies Investment Advisers LLC
About
Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations and other business entities. The brochure lists a range of planning topics offered, including balance sheet and cash flow reviews, tax and estate planning, executive compensation and pre-transaction planning, concentrated stock reviews, insurance and philanthropic planning.
The firm describes a customized, collaborative planning process that begins with defining goals, gathering financial documentation, analyzing the client’s situation, proposing recommendations and, when included in the engagement, periodic review. JIA uses third-party financial planning software (eMoneyAdvisor) and may include Monte Carlo simulations (up to 1,000 scenarios) to illustrate probability-based outcomes, while noting the Financial Plan does not provide security-specific investment recommendations.
JIA is a wholly owned subsidiary of Jefferies Financial Group and the brochure notes affiliated businesses that include futures commission merchants, commodity trading advisers and other regulated financial institutions, which can create potential conflicts of interest and influence implementation choices. The firm separates its fiduciary planning role from implementation: representatives may provide planning in either an advisory or broker-dealer capacity, fees are negotiable, and implementation, custody and transaction execution are handled separately (often through Jefferies in a brokerage capacity).
Based on Jefferies Investment Advisers LLC
Expertise
Based on Jefferies Investment Advisers LLC
Location
1450 Brickell Ave, Suite 1710
Miami FL 33131
Advisors at this office
3
Advisors at this office
Inigo D
Series 66
Miami, FL
Jefferies Investment Advisers LLC
Inigo Domenech is a financial advisor with Jefferies Investment Advisers LLC in Miami, FL. He holds a Series 66 designation and has 24 years of industry experience, including roles at Jefferies LLC and Morgan Stanley. Jefferies Investment Advisers LLC provides fee-based financial planning services to a range of clients, including individuals, trusts, estates, and charitable organizations. The firm offers a customized, collaborative planning process supported by third-party software and serves as a wholly owned subsidiary of Jefferies Financial Group.
Lucia U
Series 66
Miami, FL
Jefferies Investment Advisers LLC
Lucia Uribe is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Morgan Stanley and Jefferies LLC, as well as varied experience outside finance, such as positions at Rosetta Bakery and involvement in extended travel. Jefferies Investment Advisers LLC provides fee-based financial planning services to a broad range of clients including individuals, trusts, estates, and charitable organizations, using a customized planning process supported by third-party software and statistical simulations.
Alejandro C
Series 66
Miami, FL
Jefferies Investment Advisers LLC
Alejandro Cabrera is a financial advisor at Jefferies Investment Advisers LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Wealth Management. 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 range of planning topics through a customized, collaborative process supported by third-party software and analytic tools, while maintaining a separation between fiduciary planning and implementation services.
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