Jarita Liang
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.
Jarita Liang is an investment adviser representative with Jefferies Investment Advisers LLC in New York, NY, where they have been registered since 2024. They have worked in the securities industry since 2019 and have been registered with 3 firms, including J.p. Morgan Securities LLC and Goldman Sachs AYCO Personal Financial Management. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New York.
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:
- New York
- Broker:
2 states and territories
Florida, New York
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.
- The Ayco Company, L.P./Mercer AlliedJun 2019 – Jan 2021Latham, NY
- The Ayco Company, L.P./Goldman SachsMay 2018 – Aug 2018Latham, NY
- Binghamton University. Bartle Library/St Unv of NYAug 2016 – Aug 2017Binghamton, NY
- Gymboree Group, Inc.Jun 2017 – Dec 2017Albany, NY
- New York & CompanyJun 2017 – Aug 2018Albany, NY
- AeropostaleNov 2014 – Jan 2017Albany, NY
- Goldman Sachs & Co. LLCJan 2021 – Jul 2021Cohoes, NY
- Moelis & Company LLCAug 2021 – Apr 2023New York, NY
- J.P. Morgan Securities LLCApr 2023 – Sep 2024New York, NY
- Goldman Sachs AYCO Personal Financial ManagementJun 2019 – Jul 2021Cohoes, NY
- Birmingham Unv Fleischman CenterAug 2017 – May 2019Binghamton, NY
- Mercer Allied Company, L.P.Jun 2019 – Jan 2021Latham, NY
- Jefferies LLCSep 2024 – no end date reportedNew York, NY
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
Showing 12 of 120 in the directory
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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. Jarita Liang 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.
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