Jacob Levine

TROUT CAPITAL MANAGEMENT

Jupiter, FL

Some features on this profile are disabled

CRD#: 7521070

Professional summary

Jacob Levine, who also goes by Jacob Robert Levine, is a registered financial advisor currently at TROUT CAPITAL MANAGEMENT, LLC located in Jupiter, Florida.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jacob has 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) - RIA

Click below to view Jacob Levine'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

August 5, 2026 - Present

TROUT CAPITAL MANAGEMENT, LLC

RIA

CRD#: 343185

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)

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: 3/2/2022

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 2/23/2026

Securities Industry Essentials Examination

Current Firm

TROUT CAPITAL MANAGEMENT, LLC

CRD#: 343185 / SEC#:

Florida

Registered Investment Advisory firm - (8/5/2026 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Jupiter, FL

Mailing Address

Phone number

(561) 209-0644

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Guy Peel

OSAIC WEALTH, INC.

IAR

HELENA, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

ESTERO, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jacob Levine

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Levine's CRS (Customer Relationship Summary).

Certified licenses

Experience

TROUT CAPITAL MANAGEMENT, LLC

MERIT FINANCIAL ADVISORS

CERTUITY, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/2/2022

SIE

Date: 2/23/2026

Current Firm

TROUT CAPITAL MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

TROUT CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors