Gary LevensteinCRD Number: 1377536
Current Firm: Jess S. Morgan & Company., Inc.
Gary Levenstein (CRD# 1377536) is an Investment Advisor Representative working at Jess S. Morgan & Company., Inc. in Los Angeles, CA and has over 32 years of experience in the finance industry.
Fried Asset Management, Inc.
Ira Wealth Management
|Jess S. Morgan & Company, Inc.||Los Angeles, CA||Jul 1992 - Current||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1985|
Total Assets Under Management166MILLIONS
Total Number of Accounts186ACCOUNTS
Average Account Value$892,927
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)