JL
John R. Levy
JOHN LEVY, CPA
Walnut Creek, CA
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CRD#: 5908962
JL
Professional summary
John Robert Levy, CFP® is a registered financial advisor currently at JOHN LEVY, CPA located in Walnut Creek, California.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. John has worked at 2 firms .
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.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2009
Experience
Current
January 7, 2020 - Present
JOHN LEVY, CPA
CRD#: 171911
Walnut Creek, CA
Past
June 9, 2011 - July 24, 2014
PARAKLETE FINANCIAL, INC.
RIA
CRD#: 142323
WALNUT CREEK, CA
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
California(1/7/2020)
Exams
Current Firm
JL
JOHN LEVY, CPA
JOHN LEVY, CPA | LEVY, JOHN ROBERT | JOHN R. LEVY, CPA
CRD#: 171911 / SEC#:
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Contact information
Main Address
Walnut Creek, CA
Mailing Address
Phone number
(925) 297-6400
Established
Firm type
Fiscal year end
# of Employees
1
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.
