Gerard R. Levin
Professional summary
Gerard Robert Levin, who also goes by Jerry Levin, is a registered financial professional currently at CRITICALPOINT PARTNERS LLC located in El Segundo, California.
Gerard is registered as a RR (Registered Representative) and started their career in finance in 2000. Gerard has worked at 4 firms and has passed the Series 63, Series 79TO, Series 79 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Gerard Robert Levin's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 21, 2026 - Present
CRITICALPOINT PARTNERS LLC
Office #1: 2101 Rosecrans Avenue Suite 4255, El Segundo, CA 90245September 21, 2012 - December 16, 2013
DALMORE GROUP LLC
February 15, 2006 - May 13, 2009
JEFFERIES LLC
August 9, 2000 - October 31, 2001
J.P. MORGAN SECURITIES LLC
May 12, 2000 - July 27, 2000
JEFFERIES LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 79TO
Date: 5/20/2026
Investment Banking Registered Representative ExaminationFINRA
Current Firm
CRITICALPOINT PARTNERS LLC
CRD#: 317345 / SEC#: , 8-70885
Contact information
FINRA licenses (13 States and Territories)
Documents
Red Flags
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