Jack Daly
Investment adviser representative at Jefferies Investment Advisers LLC
15 yearsExperience
51 statesRegistered in
$5.2BFirm assets
3 yearsFirm in business
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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
15 years in the industry.
- Jefferies Investment Advisers LLCSep 2025 to now
- Jefferies LLCAug 2025 to now
- Btig LLCSep 2021 to Jul 2025
- IbisworldAug 2020 to Aug 2021
- UnemployedMar 2020 to Aug 2020
- Third BridgeJul 2019 to Mar 2020
- Emigrant BankJun 2018 to Aug 2018
- Student AgenciesApr 2017 to Sep 2017
- Full-time EducationAug 2011 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 51 states (AK, AL, AR, AZ, 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
$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
- 7424307
- Firm CRD
- 325421