Jacqueline Townsend
Investment adviser representative at Jefferies Investment Advisers LLC
6 yearsExperience
2 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
6 years in the industry.
- Jefferies Investment Advisers LLCNov 2025 to now
- Jefferies LLCOct 2022 to now
- Pizza OneJan 2021 to now
- The Investment Center, Inc.Mar 2022 to Oct 2022
- Innovation BoostersOct 2021 to Mar 2022
- North Jersey Country ClubAug 2021 to Dec 2021
- TravelersJun 2021 to Aug 2021
- Whole FoodsMar 2021 to Jun 2021
- Uncle GiuseppesJan 2020 to Mar 2021
- AflacJan 2020 to Aug 2020
- University of Connectiuct Undergraduate Student GovermentJan 2019 to Mar 2020
- Unversity of Connecticut Orientation ServicesJan 2019 to Aug 2019
- Uniquely Caffeinated CafesAug 2018 to Mar 2020
- MadewellMay 2018 to Jan 2019
- Sharky's WestMay 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
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
- 7525917
- Firm CRD
- 325421