JL
CFP
JL
CFP

Jacob David Levy

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & CoachingEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
47 clients
Average Client Portfolio
$4.7M average
Assets Under Management
$220.7M

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$12,000
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Location

1 La Cruz Avenue, Suite 202, Millbrae, CA, 94030

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jacob is the President of Eastbayshore Eruv Corporation, a religious non-profit, since 2021. He dedicates minimal time to managing fundraising, tax filings, and registrations.

Employment History
Current Registrations
Conquis Financial LLC
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Foreside Funds Distributors LLCBroker
April 2022 - December 2023 · 1 yr 8 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.