Wealth Management

Jefferies provides tailored wealth management services designed to meet the unique needs of high-net-worth individuals, their families and their businesses, private equity and venture funds, and small institutions. Our advisors provide access to all of Jefferies’ institutional execution capabilities and deliver world-class financial services. Our commitment to providing an open architecture platform affords clients with access to products and services from both within Jefferies and from a variety of other major financial services institutions.

We provide focused wealth management services designed to meet the unique needs of each client. Our advisors work with clients to determine long- and short-term objectives and develop a plan to meet those objectives in a disciplined fashion. Our clients have full access to the resources of our global firm, including our asset management products, equity, fixed income and commodities trading platforms, and award-winning research.

Wealth Management Services

• Access to All of Jefferies’ Execution Capabilities
• Portfolio Management
• 10b5-1 Selling Plans
• Directed Share Programs
• Insurance Solutions