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Evangelos E Moros

Investment Adviser Representative at Jefferies Investment Advisers LLC

New York, NYCRD #8098039Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Evangelos E. Moros is an investment adviser representative with Jefferies Investment Advisers LLC in New York, NY, where they have been registered since 2026, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in 51 states.

Office

520 Madison Avenue
New York, NY 10022

Advisors at this office: 59

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Alabama, Alaska, 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:
53 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, Tennessee, 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.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 1/15/2026
Series 65
Uniform Investment Adviser Law Examination
Passed 3/20/2025
Series 7
General Securities Representative Examination
Passed 7/13/2026
SIE
Securities Industry Essentials Examination
Passed 3/22/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Jefferies LLCCurrent
7/13/2026 – New York, NY
Jefferies Investment Advisers LLCCurrent
7/7/2026 – New York, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Jefferies LLC
    Jul 2026 – no end date reportedNew York City, NY
  2. The University of Oklahoma
    Aug 2022 – May 2026Norman, OK
  3. Jefferies LLC
    Jun 2025 – Aug 2025New York City, NY
  4. Deloitte LLP
    Jun 2024 – Jul 2024Dallas, TX
  5. Platia LLC
    May 2022 – Jan 2024Frisco, TX
  6. Liberty high School
    Aug 2018 – May 2022Frisco, TX
  7. Vandeventer Middle School
    Jun 2016 – Aug 2018Frisco, TX
  8. Jefferies Investment Advisors LLC
    Jul 2026 – no end date reportedNew York, NY

Official records & sources

Data as of August 10, 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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers

Client types the firm serves

IndividualsPension/Profit SharingSovereign WealthCorporations

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 profile

Other advisors at Jefferies Investment Advisers LLC

Showing 12 of 120 in the directory

View Jefferies Investment Advisers LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Evangelos E Moros 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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Evangelos E Moros (Jefferies) - Fees & Credentials