Ilana Galanti Bloch
Investment adviser representative at Jefferies Investment Advisers LLC
14 yearsExperience
52 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
14 years in the industry.
- Jefferies Investment Advisers LLCMay 2025 to now
- Jefferies Investment Advisors, LLCJan 2025 to now
- Jefferies LLCJan 2025 to now
- Osaic Wealth, Inc.Aug 2024 to now
- Berkeley CapitalJul 2012 to now
- Triad AdvisorsJan 2019 to Aug 2024
- Triad Advisors, Inc.Aug 2015 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2025
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
- 5764923
- Firm CRD
- 325421