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Kenneth Neil Levy

Investment adviser representative at Jacobs Levy Equity Management
40 yearsExperience
1 stateRegistered in
CFADesignation
$28BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

40 years in the industry.

  1. Jacobs Levy Equity Management, IncSep 1986 to now

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (NJ).

Jacobs Levy Equity Management

Legal name: Jacobs Levy Equity Management Inc

$28BAssets managed
75Clients
5Advisers
39 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2235178
Firm CRD
107022
Advisor's SEC record (opens in a new tab)
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