Jacobs Levy Equity Management

Jacobs Levy Equity Management (CRD# 107022) is a financial advisory firm headquartered in Florham Park, NJ. They manage $8,549,633,869 in 99 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    8,550
    MILLION
  • Total Number of Accounts
    99
    ACCOUNTS
  • Average Account Value
    $86,359,938
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Jacobs Levy Equity Management
Showing 1 - 5 of 5 top financial advisors.
1
Bernard T. Blais
CRD#: 2563755
100 Campus Drive, Po Box 650, Florham Park, NJ 07932
96
Wealthminder
score

Bernard Blais (CRD# 2563755) is an Investment Advisor Representative working at Jacobs Levy Equity Management in Florham Park, NJ and has over 22 years of experience in the finance industry.

2
David P. Sparacino
CRD#: 3029278
100 Campus Drive, P.o. Box 650, Florham Park, NJ 07932
96
Wealthminder
score

David Sparacino (CRD# 3029278) is an Investment Advisor Representative working at Jacobs Levy Equity Management in Florham Park, NJ and has over 18 years of experience in the finance industry.

3
Peter I. Lehrer
CRD#: 2360907
100 Campus Drive, Florham Park, NJ 07932
90
Wealthminder
score

Peter Lehrer (CRD# 2360907) is an Investment Advisor Representative working at Jacobs Levy Equity Management in Florham Park, NJ and has 1 year of experience in the finance industry.

4
Kenneth N. Levy
CRD#: 2235178
100 Campus Drive, Florham Park, NJ 07932
90
Wealthminder
score

Kenneth Levy (CRD# 2235178) is an Investment Advisor Representative working at Jacobs Levy Equity Management in Florham Park, NJ and has 1 year of experience in the finance industry.

5
Bruce I. Jacobs
CRD#: 2236311
100 Campus Drive, Florham Park, NJ 07932
87
Wealthminder
score

Bruce Jacobs (CRD# 2236311) is an Investment Advisor Representative working at Jacobs Levy Equity Management in Florham Park, NJ and has 1 year of experience in the finance industry.

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