Jessica Levan, financial advisor Morgan Hill CA
96 score

Jessica Levan

CRD 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 8 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.

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Professional Designations
Company Name Location Dates Years
J.p. Morgan Securities LLC Morgan Hill, CA Oct 2012 - Current 4
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
Contact Info for Jessica L. Levan
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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