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JL

Jacob Levine

Jupiter, FL
Some features on this profile are disabled
CRD#: 7521070
JL
Jacob Levine

Professional summary

Jacob Levine, who also goes by Jacob Robert Levine, was a registered financial advisor .

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jacob had worked at 3 firms and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

Aliases

Jacob Robert Levine

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.
JW Mobile Ventures - Not Investment Related - Jupiter, FL - Mobile Dog Grooming - Owner - No relationship with the other business - 20 Hours Per Week - 0 Hours During Trading Hours - Mobile Dog Grooming

Blog Corner

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®
None

Experience

Current

August 5, 2026 - Present

Jupiter, FL
Past

December 4, 2023 - January 6, 2026

MERIT FINANCIAL ADVISORS

RIA
CRD#: 142457
Jupiter, FL
Past

March 25, 2022 - November 14, 2023

CERTUITY, LLC

RIA
CRD#: 129505
North Palm Beach, FL

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
Florida
(8/5/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/2/2022
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/23/2026
Securities Industry Essentials Examination

Current firm

No current employment

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.

Company Information

No current employment

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