Denise Farlekas
Investment adviser representative at Jefferies Investment Advisers LLC
11 yearsExperience
2 statesRegistered in
CFADesignation
$5.2BFirm assets
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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
11 years in the industry.
- Jefferies Investment Advisers LLCMay 2023 to now
- Jefferies LLCDec 2022 to now
- J.P. Morgan Securities LLCDec 2015 to Dec 2022
- JPMorgan Chase Bank, N.A.Dec 2015 to Dec 2022
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 2 states (NY, PA).
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
- 6593070
- Firm CRD
- 325421