Julie Jo Levenson
Professional Summary
Julie Jo Levenson is a registered financial advisor currently at LA HONDA ADVISORS LLC located in Palo Alto, California. Julie is registered as a RR (Registered Representative) and started their career in finance in 1990. Julie has worked at 9 firms and has passed the Series 63, Series 79TO, SIE, Series 7, Series 14 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
35 years in the financial services industry
Current & Past Employments
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Current Firm
LA HONDA ADVISORS LLC
Contact Information
Main Address
770 Menlo Avenue, Suite 230, Menlo Park, CA 94025Mailing Address
83 Marymont Ave., Atherton, CA 94027Phone Number
(650) 400-1068Established
California since 09/20/2011Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (1 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Julie Jo Levenson's CRS (Customer Relationship Summary).
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