Jacob Frederick Levinson
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.
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
17 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
MELIUS RESEARCH | MELIUS RESEARCH LLC
Contact Information
Main Address
152 W. 57th St. 6th Floor, New York, NY 10019Phone Number
(212) 503-6205# of Employees
22Documents
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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
(3/11/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Sep 2014About the Series 87 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 2009About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jacob Frederick Levinson's CRS (Customer Relationship Summary).
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