Jessica LevanCRD Number: 5524255
Current Firm: J.p. Morgan Securities LLC
Jessica Levan (CRD# 5524255) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Morgan Hill, CA and has over 9 years of experience in the finance industry. Jessica Levan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Opes Advisors, Inc.
Stanford Investment Group, Inc.
Wales Investments Inc.
|J.p. Morgan Securities LLC||Morgan Hill, CA||Oct 2012 - Current||5|
|Chase Investment Services Corp||San Jose, CA||Mar 2010 - Oct 2012||2|
|Metlife Securities||San Jose, CA||Jun 2008 - Feb 2010||1|
|Unemployed||San Jose, CA||May 2008 - Jun 2008||< 1|
|Fremont Ford||Newark, CA||Sep 2007 - Apr 2008||< 1|
|Hayward Toyota||San Jose, CA||Apr 2007 - Sep 2007||< 1|
|Fremont Ford||Newark, CA||Dec 2005 - Apr 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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