Brittany Saunders
Investment Adviser Representative at Jefferies Investment Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brittany Saunders is an investment adviser representative with Jefferies Investment Advisers LLC in New Haven, CT, where they have been registered since 2025. They have worked in the securities industry since 2023 and were previously registered with Janney Montgomery Scott LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in 52 states.
Office
Advisors at this office: 59
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
- Broker:
52 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Hirtle, Callaghan & Co. LLCFeb 2019 – Dec 2020Conshohocken, PA
- Kessler Topaz Meltzer and Check LLPJun 2018 – Jan 2019Radnor, PA
- Ulta BeautyMay 2016 – Aug 2017Springfield, PA
- Phillips Museum of ArtSep 2015 – May 2018Lancaster, PA
- Franklin & Marshall CollegeJul 2014 – May 2018Lancaster, PA
- Venerable (VIAC Services Co.)Feb 2021 – Aug 2022West Chester, PA
- Janney Montgomery Scott LLCMay 2023 – Jun 2025Philadelphia, PA
- West Chester UniversityAug 2019 – May 2023West Chester, PA
- Jefferies LLCJun 2025 – Aug 2026New York, NY
- Jefferies Investment Advisers, LLCJun 2025 – Aug 2026New York, NY
- Orion Portfolio Solutions, LLCAug 2026 – no end date reportedKing Of Prussia, PA
- Brinker Capital Securities, LLCAug 2026 – no end date reportedKing Of Prussia, PA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Jefferies Investment Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 120
- Offices listed on AdvisorFinder:
- 8
- Main office:
- New York, NY
- SEC file number:
- 801-127656
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 22, 2026
View full firm profileOther advisors at Jefferies Investment Advisers LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brittany Saunders has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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