Eli Gelman
Investment adviser representative at Jefferies Investment Advisers LLC
11 yearsExperience
5 statesRegistered 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
11 years in the industry.
- Jefferies Investment Advisers LLCMay 2023 to now
- Jefferies LLCJul 2015 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 5 states (DC, DE, FL, NY, OH).
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
- 2905353
- Firm CRD
- 325421