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Private Wealth Advisors

The Read Team

The Read Team offers both custom advisory and transaction solutions to individuals and families with institutional-level wealth. Regardless of how you choose to engage the team to help further your investment success, you will gain access to the full breadth of our intelligence, insights, and tools.

Our Client-First Approach

How do you relate to your money? The answer differs for each client. Some want total control and oversight. Some want to leave it completely in the hands of a professional. And some want a balance between the two. To us, client-first service means giving you the control to invest in the way that you wish, while always having the foundation of our institutional intelligence and insights.

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