Jefferies Investment Advisers LLC

Joseph Niehaus is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Jefferies Investment Advisers LLC. He has previously worked at Golden 1 Credit Union, SAFE Credit Union, and Rabobank, NA. Outside of his advisory role, he is a part-time lecturer at California State University, Sacramento, teaching a graduate-level financial markets course. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, and various organizations, using a customized, collaborative process supported by third-party software and scenario analysis.

Eli Gelman is a financial advisor at Jefferies Investment Advisers LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Jefferies LLC since 2015. Gelman serves as a board member of the MAR JCC, a Jewish community center, and also holds a board position with 80 Home Housing Community, a nonprofit organization. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm follows a customized, collaborative planning process using third-party software and scenario analysis to support goal-based financial planning.

Renato Estefano is a financial advisor at Jefferies Investment Advisers LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Jefferies Investment Advisers LLC since 2023, as well as at Leucadia Asset Management and Jefferies & Company, Inc. since 2012. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized, collaborative planning process covering a range of topics including tax and estate planning, executive compensation, and philanthropic planning.

Amanda Parness is a financial advisor at Jefferies Investment Advisers LLC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Kidron Capital Securities, Spring Advisory Services, and Goldpoint Partners. Outside of her advisory role, she serves as treasurer of the Columbia Jewish Alumni Association and participates on the strategic advisory board of an Israeli venture capital fund. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and corporations. The firm offers a customized, collaborative planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning, utilizing third-party financial planning software and probabilistic simulations.

Nicholas Theocharopoulos is a financial advisor at Jefferies Investment Advisers LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Jefferies and Morgan Stanley. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized, collaborative planning process covering various topics such as tax and estate planning, executive compensation, and philanthropic planning.

Michael Mirabelli is a financial advisor at Jefferies Investment Advisers LLC with 34 years of industry experience. He previously worked at William Blair for seven years before joining Jefferies in 2023. Mirabelli serves as Treasurer and board member of the John Mott Foundation, a charitable organization providing scholarships to needy children. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative planning process.

Vallerie Diaz is a financial advisor at Jefferies Investment Advisers LLC with Series 66 credentials and one year of industry experience. Prior to joining Jefferies in 2025, she worked for Maxwell Medical for 11 years. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm follows a customized, collaborative planning process using third-party software to support goal-setting and scenario analysis.

Serena Castellano is a financial advisor at Jefferies Investment Advisers LLC with a Series 66 designation and four years of experience. Her prior roles include positions at PwC, K2 Intelligence, JP Morgan Chase, and Citigroup. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals and various business entities, offering a customized, collaborative planning process supported by third-party software and probabilistic modeling tools.

Lydia Nunez Ferrari is a financial advisor at Jefferies Investment Advisers LLC with 27 years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at Merrill, Morgan Stanley, and Credit Suisse Securities. Outside of her advisory role, she serves as secretary on the board of Milagros Hope, a nonprofit focused on providing financial assistance to high school students pursuing college or vocational training. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, and various organizations, employing a customized, collaborative process supported by third-party software and scenario analysis to guide client goals.

Ruth Mejia is a financial advisor at Jefferies Investment Advisers LLC with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and Morgan Stanley Smith Barney. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a collaborative, customized planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning, using third-party software and probability-based modeling to support its recommendations.

James Read is a financial advisor with Jefferies Investment Advisers LLC in Duluth, GA, holding a Series 63 designation and 46 years of industry experience. He has been with Jefferies & Company, Inc since 2009. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative planning process that covers areas such as tax and estate planning, executive compensation, and philanthropic planning.

Harold Batlle is a financial advisor at Jefferies Investment Advisers LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Morgan Stanley and CitiGroup. Jefferies Investment Advisers LLC provides fee-based financial planning services to a range of clients including individuals, trusts, estates, and businesses. The firm offers customized planning processes using third-party software and focuses on collaborative goal-setting and periodic plan reviews.

Maxwell Cheng is a financial advisor at Jefferies Investment Advisers LLC with 32 years of industry experience. He holds a Series 63 designation and has been associated with Leucadia Asset Management LLC and Jefferies & Company, Inc. since 2005. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm follows a customized, collaborative planning process and utilizes third-party software and Monte Carlo simulations to support financial planning without offering specific investment recommendations.

Inigo Domenech is a financial advisor at Jefferies Investment Advisers LLC with 24 years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank and Morgan Stanley from 2016 to 2020. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized, collaborative planning process that includes a range of topics such as tax and estate planning, executive compensation, and philanthropic planning.

Lucia Uribe is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Morgan Stanley and Jefferies LLC, as well as varied experience outside finance, such as positions at Rosetta Bakery and involvement in extended travel. Jefferies Investment Advisers LLC provides fee-based financial planning services to a broad range of clients including individuals, trusts, estates, and charitable organizations, using a customized planning process supported by third-party software and statistical simulations.