Jesse Levy, financial advisor King Of Prussia PA

Jesse Levy

CRD Number: 2927995
Current Firm: Independence Square Holdings, LLC

Jesse Levy (CRD# 2927995) is an Investment Advisor Representative working at Independence Square Holdings, LLC in King Of Prussia, PA and has over 12 years of experience in the finance industry.

Similar Advisors
Thomas Corcimiglia, financial advisor King Of Prussia PA
Thomas C. Corcimiglia
CRD# 2972218
Lpl Financial LLC
Similar Advisors
Frank Speace, financial advisor King Of Prussia PA
Frank C. Speace
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Mark Abbonizio, financial advisor King Of Prussia PA
Mark D. Abbonizio
CRD# 6180296
Oppenheimer & Company Inc.
Company Name Location Dates Years
Independence Square Holdings, LLC King Of Prussia, PA Aug 2019 - Current 4
Lpl Financial LLC King Of Prussia, PA Dec 2015 - Current 8
Private Advisor Group, LLC King Of Prussia, PA Jan 2016 - Jan 2020 4
Ubs Financial Services Princeton, NJ Aug 2013 - Dec 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2011
Contact Info for Jesse Levy
Phone Number: 610-520-1500
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    926
    MILLIONS
  • Total Number of Accounts
    2,025
    ACCOUNTS
  • Average Account Value
    $457,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, DE, FL, GA, IN, KY, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.