Jefferies Research Services Llc
SEC-registered
Investment Adviser
CRD 292142
· SEC file 801-112728
· New York, NY
· www.jefferies.com
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ADV data as of Feb 27, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 248
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eastwood, Michael, Neville | President, Chief Executive Officer & Managing Director Of Americas Research | Dec 2017 (9y) | Less than 5% | |
| Levovitz, Sonia, Han | Secretary | Dec 2017 (9y) | Less than 5% | |
| Crank, Alanna, Mary | Chief Operating Officer | Jul 2020 (6y) | Less than 5% | |
| Brooks, Jeffrey | Principal Accounting Officer | Oct 2020 (6y) | Less than 5% | |
| Scoran, Lauri, A | Chief Compliance Officer | Sep 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Jefferies Financial Group Inc. | Direct Owner | Nov 2022 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/27/2026 | 1.42 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Subscription fees
- • Fixed fees
- • Other fees
- • PLATFORM FEES
Services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 27, 2026.
View current Form ADV (SEC/IAPD) ↗