{
  "crd_number": 292142,
  "slug": "jefferies-research-services-llc-new-york-ny-292142",
  "primary_business_name": "JEFFERIES RESEARCH SERVICES LLC",
  "legal_name": "JEFFERIES RESEARCH SERVICES LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-03-30",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-02-27",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 248,
  "advisory_employees": 221,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "other",
    "subscription"
  ],
  "advisory_activities": [
    "other"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://content.jefferies.com",
    "https://jefferies.com",
    "https://linkedin.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/292142",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/jefferies-research-services-llc-new-york-ny-292142",
  "display_name": "Jefferies Research Services LLC",
  "summary": "Jefferies Research Services LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2018, with no regulatory assets under management reported in its Form ADV filing dated February 27, 2026.",
  "citation": "AdvisorCensus. Jefferies Research Services LLC (CRD 292142): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Subscription fees (for a newsletter or periodical)",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Jefferies Research Services LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Jefferies Research Services LLC reports these compensation arrangements: subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Jefferies Research Services LLC located?",
      "a": "Jefferies Research Services LLC's principal office is in New York, NY, according to its Form ADV; the March 2026 filing also lists 7 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Jefferies Research Services LLC registered with the SEC or a state?",
      "a": "Jefferies Research Services LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 292142."
    },
    {
      "q": "How have Jefferies Research Services LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Jefferies Research Services LLC: Total employees: 202 in October 2021 and 248 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Does Jefferies Research Services LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/292142"
    },
    {
      "q": "What changed in Jefferies Research Services LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Added an office in Stamford, CT."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 202,
      "filing_date": "2021-03-17"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 222,
      "filing_date": "2022-02-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 242,
      "filing_date": "2023-03-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 248,
      "filing_date": "2024-07-24"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 221,
      "filing_date": "2025-02-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 248,
      "filing_date": "2026-02-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Added an office in Stamford, CT."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/jefferies-research-services-llc-new-york-ny-292142.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/292142",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}