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Jefferies Financial Group Inc. (JEF) is offering $261,000 of senior unsecured Market-Linked Securities tied to Apple Inc. (AAPL) common stock, maturing 23 June 2028. The notes are issued in $1,000 denominations and do not pay coupons or dividends. At maturity investors receive:
- Upside: 100% participation in AAPL appreciation, capped at 32.50% ($1,325 maximum).
- Downside: 1-to-1 loss on the first 10% decline, with a minimum payment of 90% ($900) of face value.
- No additional protection below the 10% buffer.
The initial price of AAPL is $195.64. The estimated fair value on pricing date is $949, implying a 5.1% structuring/distribution premium relative to the $1,000 issue price. Jefferies LLC and Wells Fargo Securities act as agents, earning up to $28.25 per note plus possible concessions to other dealers. All payments depend on Jefferies’ credit; the notes are not FDIC-insured and will not be listed on any exchange, limiting liquidity. Investors must hold to maturity or sell in the secondary market, if available, at prevailing prices that may be well below face value. The CUSIP is 47233YJK2.
Jefferies Financial Group Inc. (JEF) is marketing Auto-Callable Market Linked Securities that combine a contingent quarterly coupon with exposure to the worst performer among the S&P 500, Russell 2000 and EURO STOXX 50 indices. The notes, offered at $1,000 face value and scheduled to price on 30 June 2025, mature on 6 July 2029 unless automatically called earlier.
Key economic terms include:
- Contingent coupon: ≥10.00% p.a., paid quarterly only if the lowest-performing index is ≥75 % of its start level on the relevant calculation day.
- Automatic call feature: From Dec-2025 to Apr-2029, the notes are redeemed at par plus coupon if the lowest index closes ≥ its start level on any quarterly observation date.
- Principal at risk: If not called and the worst index closes <75 % of its start level at final valuation, repayment equals par × index performance, exposing investors to full downside below the 25 % buffer.
- Estimated value: Jefferies values each note at roughly $959 on the pricing date, about 4 % below the offer price; agent discount up to 2.325 %.
- Credit & liquidity: The securities are senior unsecured obligations of JEF; they will not be listed, and secondary liquidity is expected to be limited.
Highlighted risks include the possibility of receiving no coupons, loss of some or all principal, reliance on Jefferies’ credit, model-based pricing that starts below par, exposure to small-cap and non-U.S. equities, and tax uncertainty. Investors should consult the full preliminary pricing supplement and risk factors before committing capital.
Jefferies Financial Group Inc. (the “Issuer”) has filed a Rule 424(b)(2) preliminary pricing supplement for Medium-Term Notes, Series A—Market Linked Securities that combine auto-call, contingent coupon and contingent downside principal at-risk features. The $1,000-denominated securities, scheduled to price on 30 June 2025 and settle on 3 July 2025, mature on 6 July 2029 unless automatically called ahead of time.
The notes are linked to the lowest performing of three equity benchmarks—the S&P 500, Russell 2000 and EURO STOXX 50. Key terms include:
- Contingent coupon: Paid quarterly at a minimum rate of ≥10.00% p.a. only if the worst index closes at or above 75 % of its starting level (the “threshold level”) on each calculation day.
- Automatic call: From December 2025 through April 2029, the notes are redeemed at par plus the coupon if the worst index is at or above its starting level on a calculation day. Investors then cease to receive further payments.
- Maturity payment: If not called, investors receive either (i) the $1,000 face amount if the worst index is ≥75 % of its start on the final observation date, or (ii) $1,000 × the index performance factor if it is below 75 %, resulting in a loss of more than 25 %—up to total principal loss.
- Estimated value: Approximately $959 per $1,000 note on the pricing date, reflecting structuring and distribution costs, including a $23.25 agent discount and up to $3.00 per note dealer fee.
The securities are senior unsecured obligations of Jefferies; all payments depend on the issuer’s creditworthiness. They are not FDIC-insured, will not be listed on any exchange, and are intended to be held to maturity. Prospective investors should review the detailed Risk Factors cited on page PS-5 of the product supplement and PRS-11 of this document, which highlight the potential for loss of coupons and principal, concentration on the lowest-performing index, limited liquidity and issuer credit risk.