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Xiaotong Jia

Jefferies LLC

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About Xiaotong Jia

Xiaotong Jia is a registered representative with Jefferies LLC. Xiaotong is licensed to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. Xiaotong holds the Series 63, SIE, Series 86 and Series 87 licenses. Xiaotong joined Jefferies LLC on 04/01/2024.

Firm Information

Xiaotong Jia 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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Xiaotong Jia’s Registration & Firm History

MA

08/29/2024 - Present

Jefferies LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 05/17/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/29/2024

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 05/31/2024

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 04/26/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

New York Stock Exchange

Disclosures

There are no public disclosures for Xiaotong Jia.
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