Jesse LevyCRD 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.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
Oppenheimer & Company Inc.
|Independence Square Holdings, LLC||King Of Prussia, PA||Aug 2019 - Current||4|
|Lpl Financial LLC||King Of Prussia, PA||Dec 2015 - Current||7|
|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|
Total Assets Under Management926MILLIONS
Total Number of Accounts2,025ACCOUNTS
Average Account Value$457,469
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DE, FL, GA, IN, KY, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA
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