David A Betances

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management

Experience

16 years in the industry.

1. Jefferies Investment Advisers LLCMay 2023 to now
2. Jefferies LLCMay 2017 to now
3. Wells Fargo Clearing Services, LLCNov 2016 to May 2017
4. Wells Fargo Advisors LLCNov 2010 to Nov 2016

Exams passed

• Series 66 · Uniform Combined State Law2012

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

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

5869599

Firm CRD

325421