Dillon Cade Obrien
Investment adviser representative at Jefferies Investment Advisers LLC
10 yearsExperience
1 stateRegistered 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.
- Jefferies Investment Advisers LLCJun 2025 to now
- Jefferies LLCNov 2024 to now
- CapcoJun 2023 to Nov 2024
- Ernst & YoungMar 2022 to Jun 2023
- RsmJul 2021 to Mar 2022
- Lowe'sFeb 2021 to Mar 2021
- Wake Forest UniversityJul 2020 to May 2021
- Virginia Polytechnic Institute and State UniversityAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7807250
- Firm CRD
- 325421