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JL

Jacob F. Levinson

MELIUS RESEARCH
New York, NY 10019
Some features on this profile are disabled
CRD#: 5370973
JL

Professional summary

Jacob Frederick Levinson is a registered financial advisor currently at MELIUS RESEARCH located in New York, New York.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jacob has worked at 3 firms and has passed the Series 63, SIE, Series 87, Series 86, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Jacob Frederick Levinson'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

March 11, 2021 - Present

MELIUS RESEARCH

Office #1: 152 W. 57th St. 6th Floor, New York, NY 10019
RIA
CRD#: 312314
New York, NY
Past

August 19, 2014 - August 25, 2017

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
NEW YORK, NY
Past

December 7, 2009 - February 9, 2010

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
VIENNA, VA

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 York
(3/11/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 8/26/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/25/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 87
Date: 9/25/2014
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 86
Date: 9/17/2014
Research Analyst Exam - Part I Analysis Module
General Industry/Product Exam
RR
Series 7
Date: 8/19/2014
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/5/2009
Investment Company Products/Variable Contracts Representative Examination

Current Firm

MR
MELIUS RESEARCH
MELIUS RESEARCH | MELIUS RESEARCH LLC

CRD#: 312314 / SEC#:

New York
Registered Investment Advisory firm - (3/11/2021 Approved)
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Contact information

Main Address
152 W. 57th St. 6th Floor, New York, NY 10019
Mailing Address
Phone number
(212) 503-6205
Established
Firm type
Fiscal year end
# of Employees
18

Documents

Latest Form ADV

Red Flags

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

Company Information

MELIUS RESEARCH

CRD#: 312314New York, NY 10019

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