Eric Platt

Financial advisor at Jefferies Investment Advisers LLC · Miami, FL

Last updated 2026-10-10

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Eric Platt is a financial advisor at Jefferies Investment Advisers LLC in Miami, FL, CRD 6085979. Licenses and exams on the registration: Series 63, Series 65, Series 65, Series 66, Series 63. IAPD registration began 2017-03-23.

Registration

CRD number
6085979
Registration status
Active
IAPD registration
2017-03-23
Industry Experience
9 years
Work Experience
10 years
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, TX, UT, VA, VI, VT, WA, WI, WV, WY

Licenses and exams

  • Series 63
  • Series 65
  • Series 65
  • Series 66
  • Series 63

Work history

  • 2017-11 to 2018-11 · HSBC Bank USA National Association · Miami, FL
  • 2016-09 to 2017-01 · Unemployed · Miami, FL
  • 2017-03 to 2018-11 · HSBC Securities (USA) Inc. · Miami, FL
  • 2018-11 to 2021-07 · M&G Investment Management Limited · Miami, FL
  • 2018-11 to 2021-07 · Foreside Financial Services, LLC · Miami, FL
  • 2021-09 to 2023-02 · Onedigital · Miami, FL
  • 2023-06 to Present · Jefferies · Miami, FL
  • 2023-03 to 2023-05 · Unemployed · Miami, FL
  • 2023-06 to Present · Jefferies Investment Advisers LLC · Miami, FL

Current employment

SEC IAPD record for Eric Platt

Jefferies Investment Advisers LLC

Regulatory AUM
$5,154,561,141
Registered advisors
118
Offices
39
Clients per advisor
17.1 (Low)
Average AUM per client
$2.6M (Low)
High-net-worth client ratio
0.0% (Low)

Jefferies Investment Advisers LLC: advisors, services and reported ETF investments

About

Eric Platt is a financial advisor at Jefferies Investment Advisers LLC in Miami, FL. Reported securities licenses include Series 63, Series 65, and Series 66. The latest record indicates 9 years of industry experience and 10 years of reported work history.

Jefferies Investment Advisers LLC's firm-level Form ADV reports 118 advisors across 39 offices; approximately 17.1 clients per advisor, average assets per client of $2,551,763, and regulatory AUM of $5.2B; client categories including Individuals (non-HNW), Pension and profit-sharing plans, Sovereign wealth funds and foreign official institutions, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, and Selection of Other Advisers.

What this firm offers

Filed by Jefferies Investment Advisers LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Security-Based Swap Dealer
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Insurance Company or Agency
  • Real Estate Broker or Dealer
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl

Location

1450 Brickell Avenue, Miami, FL 33131

20 advisors at this office.

Jefferies Investment Advisers office in Miami, FL

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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