Amanda Parness
Investment adviser representative at Jefferies Investment Advisers LLC
23 yearsExperience
1 stateRegistered in
$5.2BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Jefferies Investment Advisers LLCNov 2025 to now
- Jefferies LLCAug 2025 to now
- Kidron Capital Securities LLCFeb 2020 to Jun 2023
- Spring Advisory ServicesJan 2020 to Aug 2025
- Caisse Dedepot Du Quebec - Cdpq LLCMay 2019 to Dec 2019
- Goldpoint Partners LLCDec 2012 to May 2019
- Nylife Distributors LLCOct 2003 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Jefferies Investment Advisers LLC
$5.2BAssets managed
2,020Clients
118Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2485587
- Firm CRD
- 325421