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Jarita Liang

Jefferies Investment Advisers LLC

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About Jarita Liang

Jarita Liang is a registered representative with Jefferies Investment Advisers LLC, a firm that provides investment advisory services to a range of clients, including individuals, corporations, and pension plans. Jarita has been in the industry since 2018, previously working for Mercer Allied Company, L.P. and Goldman Sachs. Jarita has a Series 66 license and specializes in financial planning, portfolio management, and selection of other advisors.

Firm Information

Jarita Liang is currently registered with Jefferies Investment Advisers LLC. Jefferies Investment Advisers LLC is an investment advisor registered with the SEC and based in NEW YORK, NY. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. They manage a total of $3,100,468,310 in regulatory assets under management, serving a variety of clients including corporations or other businesses, individuals other than high-net-worth, and pension and profit-sharing plans.
Jefferies Investment Advisers LLC

520 MADISON AVENUE

NEW YORK, NY 10022

$3.10B

Assets Under Management

Not reported

Total Clients

113

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jarita Liang’s Registration & Firm History

NY

09/10/2024 - Present

Jefferies Investment Advisers LLC (NEW YORK NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jarita Liang.
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