Gabriel Tishelman

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

15 years in the industry.

1. Jefferies Investment Advisers LLCNov 2023 to now
2. Jefferies LLCNov 2023 to now
3. Coastal Equities, Inc.May 2021 to now
4. Coastal Investment Advisors, Inc.May 2021 to now
5. Key Client Fiduciary Advisors, LLCApr 2021 to now
6. Charles Schwab & Co., Inc.Jun 2020 to Apr 2021
7. Inflection AdvisorsMay 2019 to Aug 2019
8. N/aJul 2018 to Apr 2019
9. Butch's Grillacatessen & EatzeriaJun 2018 to May 2020
10. UnemployedAug 2017 to Jun 2018
11. Indiana UniversityAug 2016 to May 2020
12. United States Soccer FederationMar 2011 to Aug 2017

Designations

• CFA

Exams passed

• Series 66 · Uniform Combined State Law2021

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

7266367

Firm CRD

325421