Diana Margarita Mirabal
Investment adviser representative at Jefferies Investment Advisers LLC
12 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
12 years in the industry.
- Jefferies Investment Advisers LLCMay 2023 to now
- Jefferies LLCOct 2022 to now
- PNC InvestmentsSep 2021 to Sep 2022
- Bbva Compass Insurance Agency, Inc.Jul 2014 to Sep 2022
- Bbva Securities Inc.Jul 2014 to Sep 2022
- Bbva Wealth Solutions Inc.Jul 2014 to Sep 2022
- Compass BankJul 2014 to Sep 2022
Exams passed
- Series 66 · Uniform Combined State Law2013
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
- 6134107
- Firm CRD
- 325421