Jessica G. Grande

LEVATUS LLC

Boston, MA 02116

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CRD#: 5374050

Professional summary

Jessica Glaze Grande, who also goes by Jessica Elizabeth Glaze, Jessica Glaze, Jessica Elizabeth Grande, is a registered financial advisor currently at LEVATUS LLC located in Boston, Massachusetts.

Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jessica has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jessica Elizabeth Glaze | Jessica Glaze | Jessica Elizabeth Grande

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 Jessica Glaze Grande's CRS (Customer Relationship Summary).

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

December 5, 2017 - Present

LEVATUS LLC

Office #1: 115 Newbury Street Suite 503, Boston, MA 02116

RIA

CRD#: 287811

Boston, MA

Past

May 6, 2008 - July 17, 2013

NEWBURY STREET CAPITAL LIMITED PARTNERSHIP

CRD#: 32240

BOSTON, MA

Past

August 22, 2007 - April 2, 2008

MMC SECURITIES LLC

CRD#: 103846

NORWOOD, MA

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".

LEVATUS LLC

LEVATUS LLC | THE NEXUS PARTNERSHIP LLC

CRD#: 287811 / SEC#: 801-128064

RIA

Registered Investment Advisory firm - (5/30/2023 Approved)

Massachusetts

Registered Investment Advisory firm - (6/7/2023 Terminated)

Rhode Island

Registered Investment Advisory firm - (6/7/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Massachusetts
(12/5/2017)

IAR

Rhode Island
(2/4/2021)

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

State Security Law Exam

IAR

Series 65

Date: 11/27/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/13/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/21/2007

General Securities Representative Examination

Current Firm

LEVATUS LLC

LEVATUS LLC | THE NEXUS PARTNERSHIP LLC

CRD#: 287811 / SEC#: 801-128064

RIA

Registered Investment Advisory firm - (5/30/2023 Approved)

Massachusetts

Registered Investment Advisory firm - (6/7/2023 Terminated)

Rhode Island

Registered Investment Advisory firm - (6/7/2023 Terminated)

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Contact information

Main Address

115 Newbury Street Suite 503, Boston, MA 02116

Mailing Address

Phone number

(617) 505-4710

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV2A2B AND PRIVACY POLICY (3/7/2025)

Regulatory assets under management

Total Number of Accounts	204
AUM (Assets Under Management)	$ 151,799,856

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.

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Jessica G. Grande

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Glaze Grande's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEVATUS LLC

NEWBURY STREET CAPITAL LIMITED PARTNERSHIP

MMC SECURITIES LLC

Primary Firm SEC Registration

LEVATUS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/27/2017

Series 63

Date: 10/13/2007

Series 7

Date: 8/21/2007

Current Firm

LEVATUS LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LEVATUS LLC

TRUST BUT VERIFY

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