Jesse Levy
Jesse Levy is a registered investment advisor at Independence Square Holdings, LLC, based in King of Prussia, PA, with 14 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,648 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Independence Square Advisors charges a fee based on the value of your investments. The exact percentage depends on the specific agreement you make with them, up to a maximum of 2.50% per year. This fee covers the management of your investment portfolio. The fee is calculated based on the value of your account on the last business day of the prior billing period. Fees are generally negotiable.
Location
150 South Warner Road, Suite 300, King of Prussia, PA, 19406
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jesse operates under Independence Square Advisors and Independence Square Holdings LLC as a registered investment advisor, spending full-time hours on these activities. Jesse is also an insurance agent, including health insurance, and a ride-sharing driver, dedicating about 10-20% of his time to each.
Employment History
Current Registrations
Independence Square Holdings, LLC
LPL Financial LLCBroker
Previous Registrations
Private Advisor Group, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations6 states
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.