JL
JL

Jeffrey Leventhal

30 Years of Experience
Chicago, IL
1 DisclosureBroker

Jeffrey Leventhal is a registered investment advisor, based in Chicago, IL, with 30 years of industry experience.

Location

200 W. Madison St., Suite 2500, Chicago, IL, 60606

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History

Regulatory History (1)
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Customer Dispute
March 2000
Settled
Other Business Activities

Jeffrey is a director at GJS, LLC d/b/a Comfort Care, providing custodial care to the elderly, dedicating minimal time to this role. He also serves on the advisory board for the Maryland Football Investment Club and has an investment interest in an apartment building through Vantage Property Group, each requiring minimal time.

Employment History
Current Registrations
Hightower Securities, LLCBroker
September 2011 - Present · 14 yrs 10 mos
Hightower Advisors, LLC
September 2011 - Present · 14 yrs 10 mos
Previous Registrations
UBS Financial Services INC.Broker
March 2003 - September 2011 · 8 yrs 6 mos
UBS Financial Services INC.
March 2003 - September 2011 · 8 yrs 6 mos
Merrill Lynch Pierce Fenner & Smith INC.
November 1995 - April 2003 · 7 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1995 - April 2003 · 7 yrs 5 mos
State Registrations6 states
CTDCMDNYSDVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jeffrey Leventhal - Financial Advisor | TrueAdvisor