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Michael Davidovich Iosebashvili

Jefferies LLC

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About Michael Davidovich Iosebashvili

Michael Davidovich Iosebashvili is a financial advisor at Jefferies LLC. Michael is active in the Broker-Dealer space, while inactive in the Investment Advisor space. Michael has been in the industry for over 9 years and holds various licenses, including Series 6, Series 7, Series 63 and Series 65. Michael has also held previous roles at Nuveen Securities, LLC, Altegris Investments, LLC, Owl Rock Securities, Carey Financial, LLC, and Neuberger Berman LLC. Michael's current role at Jefferies LLC involves providing clients with a variety of financial products and services, including securities brokerage, investment advisory services, and retirement planning.

Firm Information

Michael Iosebashvili is currently registered with Jefferies LLC. Jefferies LLC is a Limited Liability Company formed on March 1, 2013, operating in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They are approved by the SEC and hold active registrations in all 53 jurisdictions.

Not reported

Assets Under Management

Not reported

Total Clients

446

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.

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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Michael Iosebashvili’s Registration & Firm History

MA

07/09/2024 - Present

Jefferies LLC (BOSTON MA)

NY

04/21/2021 - 07/05/2024

NUVEEN SECURITIES, LLC (New York NY)

NY

06/08/2019 - 09/04/2020

ALTEGRIS INVESTMENTS, LLC (New York NY)

NY

07/26/2017 - 05/23/2019

OWL ROCK SECURITIES (NEW YORK NY)

NY

01/20/2016 - 07/27/2017

CAREY FINANCIAL, LLC (NEW YORK NY)

NY

01/05/2016 - 01/19/2016

NEUBERGER BERMAN LLC (NEW YORK NY)

NY

01/30/2015 - 01/19/2016

NEUBERGER BERMAN MANAGEMENT LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/05/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/17/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/30/2015

Series 7 - General Securities Representative Examination

BC

Issued 01/30/2015

Series 6 - Investment Company Products/Variable Contracts 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 Michael Davidovich Iosebashvili.
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