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KL

Kenneth N. Levy

JACOBS LEVY EQUITY MANAGEMENT
FLORHAM PARK, NJ 07932-0650
Some features on this profile are disabled
CRD#: 2235178
KL

Professional summary


Kenneth Neil Levy, who also goes by Kenneth Ley, is a registered financial advisor currently at JACOBS LEVY EQUITY MANAGEMENT located in Florham Park, New Jersey.

Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Kenneth has worked at 1 firm and has passed the Series 3 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Kenneth Ley

Other business activities


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.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Kenneth Neil Levy's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 10, 2002 - Present

JACOBS LEVY EQUITY MANAGEMENT

Office #1: 100 Campus Drive P.o. Box 650, Florham Park, NJ 07932-0650
RIA
CRD#: 107022
FLORHAM PARK, NJ

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JL
JACOBS LEVY EQUITY MANAGEMENT
JACOBS LEVY EQUITY MANAGEMENT | JACOBS LEVY EQUITY MANAGEMENT INC

CRD#: 107022 / SEC#: 801-28257

RIA
Registered Investment Advisory firm - (10/30/1986 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Jersey
(6/10/2002)

Exams


General Industry/Product Exam
RR
Series 3
Date: 4/20/1992
National Commodity Futures Examination

Current Firm


JL
JACOBS LEVY EQUITY MANAGEMENT
JACOBS LEVY EQUITY MANAGEMENT | JACOBS LEVY EQUITY MANAGEMENT INC

CRD#: 107022 / SEC#: 801-28257

RIA
Registered Investment Advisory firm - (10/30/1986 Approved)
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Contact information


Main Address
100 Campus Drive 4th Floor East, Florham Park, NJ 07932-0650
Mailing Address
100 Campus Drive P.o. Box 650, Florham Park, NJ 07932-0650
Phone number
(973) 410-9222
Established
Firm type
Fiscal year end
# of Employees
67

SEC notice filing (1 States and Territories)


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Documents


Latest Form ADV

Part 2 Brochures

JACOBS LEVY EQUITY MANAGEMENT, INC. (3/31/2025)

Regulatory assets under management


Total Number of Accounts150
AUM (Assets Under Management)$ 31,267,294,087

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


JACOBS LEVY EQUITY MANAGEMENT

CRD#: 107022Florham Park, NJ 07932-0650

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