Cameron Petrie

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

13 years in the industry.

1. Jefferies Investment Advisers LLCJul 2026 to now
2. Jefferies Investment AdvisorJun 2026 to now
3. Jefferies LLCJun 2023 to now
4. Jefferies LLCJan 2023 to Apr 2023
5. Jefferies LLCJul 2022 to Dec 2022
6. Wellington Management CompanyJun 2021 to Feb 2022
7. Amundi Pioneer Asset ManagementJul 2020 to Dec 2020
8. Northeastern UniversitySep 2018 to May 2023
9. Charterhouse SchoolSep 2013 to Jun 2018

Exams passed

• Series 63 · Uniform Securities Agent State Law2025
• Series 65 · Uniform Investment Adviser Law2026

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

7283680

Firm CRD

325421