Phillip Levy, financial advisor San Bernardino CA
93 score

Phillip Levy

CRD Number: 5325276
Current Firm: J.p. Morgan Securities LLC

Phillip Levy (CRD# 5325276) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Bernardino, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC San Bernadino, CA Apr 2014 - Current 2
Wells Fargo Advisors LLC Redlands, CA Jan 2011 - Mar 2014 3
Wells Fargo Bank Redlands / Fontana, CA Sep 2005 - Mar 2014 8
Wells Fargo Investment Redlands / Fontana, CA Apr 2007 - Jan 2011 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Phillip S. Levy
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
93
Clean Record
This advisor has a clean track record with regulators.

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