Jesse Levy
Investment adviser representative at Independence Square Holdings, LLC
11 yearsExperience
1 stateRegistered in
$1.8BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Independence Square Holdings, LLCAug 2019 to now
- LPL Financial LLCDec 2015 to now
- Private Advisor Group, LLCJan 2016 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (PA).
Independence Square Holdings, LLC
$1.8BAssets managed
2,648Clients
40Advisers
7 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
- 2927995
- Firm CRD
- 300139