Stephanie Lynn Farella

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 LLCOct 2023 to now
2. Jefferies LLCOct 2023 to now
3. Calamos Financial Services LLCMay 2022 to Oct 2023
4. Calamos Wealth Management LLCMay 2022 to Oct 2023
5. Morgan Stanley Private Bank, National AssociationOct 2017 to May 2022
6. Morgan Stanley Smith Barney LLCSep 2017 to May 2022
7. Oppenheimer & Co. Inc.Nov 2015 to Sep 2017

Designations

• CFP® certification

Exams passed

• Series 66 · Uniform Combined State Law2017

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

6576597

Firm CRD

325421