Since 1979, businesses, their employees, and successful families and individuals from across the country have relied on our unique retirement planning expertise and holistic wealth management approach—all backed by the global resources of UBS, one of the world’s leading wealth management firms.

The Jefferies/Bret Wealth Management Group based in Kansas City, Missouri, is a team of 11 professionals that provide investment advisory and wealth management services to retirement plans, private clients, corporations, and institutions.

Jefferies Group LLC is an American multinational independent investment bank and financial services company that is headquartered in New York City. The firm provides clients with capital markets and financial advisory services, institutional …

Learn more about Jefferies/Bret Wealth Management Group in Kansas City, MO. Providing wealth management services.

Nov 1, 2022 · NEW YORK-- (BUSINESS WIRE)--Jefferies Financial Group Inc. (NYSE: JEF, “Jefferies”) announced today that it has completed the merger of its wholly owned subsidiary, Jefferies Group LLC...

Mar 7, 2022 · When Peter Forlenza, Jefferies’ global head of equities, joined from UBS in 2013, the firm sat outside the top tier of global equities businesses that were true partners to the Street. With the franchise now in the top eight by revenues, he says it is clearly there now.

Together, you and your UBS Financial Advisor can help prepare your financial life for today, tomorrow and generations to come—so you can stay focused on what matters most, no matter what the markets are doing.

Jun 26, 2009 · UBS got a temporary restraining order against Jefferies and the two bankers -- Lorello and Kelly -- to enforce its employment contract, according to a New York court order.

Sep 17, 2024 · UBS started coverage of Jefferies Financial Group (NYSE: JEF) with a Buy rating as the company doubles down on its core banking franchise and sheds its legacy merchant banking assets.

Explore what has made Jefferies (NYSE: JEF) a leading global, full-service investment banking and capital markets firm and essential partner.