# Jefferies Research Services LLC

> 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.

- CRD: 292142
- Filed as: JEFFERIES RESEARCH SERVICES LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/292142
- AdvisorCensus page: https://advisorcensus.com/firm/jefferies-research-services-llc-new-york-ny-292142

## Quick answers

**How is Jefferies Research Services LLC compensated?**
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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Jefferies Research Services LLC located?**
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).

**Is Jefferies Research Services LLC registered with the SEC or a state?**
Jefferies Research Services LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 292142.

**How have Jefferies Research Services LLC's assets and staff changed since 2021?**
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.

**Does Jefferies Research Services LLC report any disciplinary disclosures?**
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

**What changed in Jefferies Research Services LLC's recent Form ADV filings?**
In the March 2026 filing data: Added an office in Stamford, CT.

## From the Form ADV filing

### Compensation (Item 5.E)
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 248 total, 221 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Boston, MA
- Chicago, IL
- Houston, TX
- Miami, FL
- Nashville, TN
- San Francisco, CA
- Stamford, CT

### Websites listed on Form ADV (Item 1.I)
- content.jefferies.com
- jefferies.com
- LinkedIn linkedin.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | 202 | March 17, 2021 |
| October 2022 | Not reported | 222 | February 28, 2022 |
| October 2023 | Not reported | 242 | March 6, 2023 |
| October 2024 | Not reported | 248 | July 24, 2024 |
| October 2025 | Not reported | 221 | February 28, 2025 |
| October 2026 | Not reported | 248 | February 27, 2026 |

Total employees: 202 in October 2021 and 248 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Added an office in Stamford, CT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jefferies Research Services LLC (CRD 292142): Form ADV filing data as of October 2026.