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JEFFERIES RESEARCH SERVICES LLC

NEW YORK, NY · CRD 292142 · IAPD ↗ · jefferies.com · 212-284-2300

$0Regulatory AUM
221Advisory reps
248Employees
135Clients
n/aPlanning clients
0Private funds
53States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

40
March 2026 — JEFFERIES RESEARCH SERVICES LLC added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
40
March 2025 — JEFFERIES RESEARCH SERVICES LLC shrank from 248 to 221 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
August 2024 — JEFFERIES RESEARCH SERVICES LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
March 2024 — JEFFERIES RESEARCH SERVICES LLC grew from 242 to 248 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.