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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.

  1. Jefferies Investment Advisers LLCMay 2023 to now
  2. Jefferies LLCOct 2022 to now
  3. PNC InvestmentsSep 2021 to Sep 2022
  4. Bbva Compass Insurance Agency, Inc.Jul 2014 to Sep 2022
  5. Bbva Securities Inc.Jul 2014 to Sep 2022
  6. Bbva Wealth Solutions Inc.Jul 2014 to Sep 2022
  7. 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
Advisor's SEC record (opens in a new tab)
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