Wealth Management

Clients First – Always 

Jefferies Wealth Management is dedicated to providing a full suite of world-class, open architecture financial services to high-net-worth individuals and their families as well as institutions and family offices. Services include:

  • Advisory Services
  • Asset Allocation
  • Capital Markets
  • Corporate Services
  • Customized Performance Reporting
  • Estate and Insurance Planning 
  • Hedging and Monetization
  • Lending
  • Portfolio Management
  • Structured Products
  • Traditional Brokerage

As our private wealth clients have broad-based needs, Jefferies Wealth Management leverages the power of our global investment bank.

For more information on our services and fees, please contact

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Check the background of Jefferies LLC or one of its investment professionals on FINRA's BrokerCheck.