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Ava Jade Steiner

Investment adviser representative at Jefferies Investment Advisers LLC
10 yearsExperience
52 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

10 years in the industry.

  1. Jefferies Investment Advisers LLCJul 2024 to now
  2. Jefferies LLCJul 2024 to now
  3. Jefferies LLCJun 2023 to Aug 2023
  4. The College of New Jersey Football ProgramAug 2022 to Oct 2023
  5. Avon BoutiqueMay 2022 to Aug 2022
  6. The Avon PavilionMay 2022 to Aug 2022
  7. Piccolo TrattoriaFeb 2022 to Dec 2023
  8. The College of New JerseyAug 2020 to May 2024
  9. Bread and Butter HospitalityJan 2019 to Aug 2021
  10. St. Joseph Hill Academy HighschoolSep 2018 to Jun 2020
  11. St. John Villa Academy HighschoolSep 2016 to Jun 2018

Exams passed

  • Series 66 · Uniform Combined State Law2025

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

$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
7758319
Firm CRD
325421
Advisor's SEC record (opens in a new tab)
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