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Joshua David Rinkov

Jefferies Investment Advisers LLC

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About Joshua David Rinkov

Joshua David Rinkov is a financial advisor at Jefferies Investment Advisers LLC. Joshua has been in the securities industry for 24 years. Joshua is registered with FINRA as an Investment Advisor Representative and is licensed with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Joshua has also been a Limited Partner at Rinkov LP, an investment firm. Joshua is also registered to provide advisory services to corporations, individuals and individuals other than high-net worth, pension and profit sharing plans, and other investment advisors.

Firm Information

Joshua Rinkov 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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Joshua Rinkov’s Registration & Firm History

NY

05/31/2023 - Present

Jefferies Investment Advisers LLC (NEW YORK NY)

IL

09/15/2008 - 12/19/2013

CREDIT SUISSE SECURITIES (USA) LLC (CHICAGO IL)

IL

06/06/2003 - 10/02/2008

LEHMAN BROTHERS INC. (CHICAGO IL)

NY

01/03/2003 - 06/16/2003

FAHNESTOCK & CO. INC. (NEW YORK NY)

NY

01/21/1999 - 01/03/2003

CIBC WORLD MARKETS CORP. (NEW YORK NY)

NY

12/16/1998 - 01/29/1999

BEAR, STEARNS & CO. INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 03/08/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/23/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/22/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 12/10/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Joshua David Rinkov.
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