Skip to content

Gregory K Cho

Investment adviser representative at Jefferies Investment Advisers LLC
27 yearsExperience
52 statesRegistered in
$5.2BFirm assets
3 yearsFirm in business

Are you Gregory K Cho? Claim your profile

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

27 years in the industry.

  1. Jefferies Investment Advisers LLCMay 2023 to now
  2. Jefferies LLCMar 2017 to now
  3. Leucadia Asset ManagementMar 2017 to now
  4. Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 1999 to Mar 2017

Exams passed

  • Series 66 · Uniform Combined State Law2001

State registrations

Registered as an investment adviser representative in 52 states (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TX, UT, VA, VI, VT, WA, WI, WV, WY).

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
4259590
Firm CRD
325421
Advisor's SEC record (opens in a new tab)
CallContact this firm