Steven Robert Petrovich

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

11 years in the industry.

1. Jefferies Investment Advisers LLCApr 2025 to now
2. Jefferies LLCApr 2025 to now
3. UnemployedJan 2025 to Mar 2025
4. University of California Los AngelesSep 2023 to Dec 2024
5. City National RochdaleMay 2015 to Aug 2023

Designations

• CFA

Exams passed

• Series 66 · Uniform Combined State Law2015

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

6487543

Firm CRD

325421