Jeffries Wealth Management

As the wealth management division of Jefferies Financial Group, a global, full-service investment banking and capital markets firm, Jefferies Wealth Management leverages the parent company's extensive resources and expertise. Founded on the principle of a client-centric approach, the firm offers customized financial solutions, including portfolio management, trust and estate planning, and access to a wide array of investment products. Its history is tied to Jefferies Financial Group, which was established in 1962, and it has since grown to become a significant player in serving affluent clients by combining personalized service with the institutional capabilities of a global firm.