Jay Arthur Levy
Investment adviser representative at Independent Advisor Alliance, LLC
11 yearsExperience
5 statesRegistered in
CFADesignation
$17.2BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Independent Advisor Alliance, LLCMar 2025 to now
- LPL FinancialMar 2025 to now
- UnemployedSep 2024 to Mar 2025
- Lazard Asset Management SecuritiesMar 2017 to Sep 2024
- Lazard Asset Management, LLCMar 2017 to Sep 2024
- Clsa Americas LLCMar 2015 to Mar 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 5 states (CA, FL, NJ, NY, TN).
Independent Advisor Alliance, LLC
$17.2BAssets managed
45,002Clients
302Advisers
12 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
- 4194319
- Firm CRD
- 168267