Qing Yin
Investment adviser representative at Jefferies Investment Advisers LLC
11 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
11 years in the industry.
- Jefferies Investment Advisers LLCJun 2026 to now
- Jefferies LLCJun 2026 to now
- J.P Morgan Securities LLCJan 2025 to Jun 2026
- JPMorgan Chase Bank, N.A.Feb 2023 to Jan 2025
- UnemployedJan 2023 to Jan 2023
- Hofstra UniversitySep 2021 to Dec 2022
- UnemployedAug 2021 to Aug 2021
- Cathay BankJun 2020 to Jul 2021
- UnemployedJan 2015 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
- Series 66 · Uniform Combined State Law2025
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
- 7990463
- Firm CRD
- 325421