Jason Eric Levey
Investment adviser representative at Canterbury Consulting Incorporated
11 yearsExperience
2 statesRegistered in
$45.9BFirm assets
37 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Canterbury Consulting IncorporatedDec 2015 to now
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Canterbury Consulting Incorporated
$45.9BAssets managed
172Clients
24Advisers
37 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
- 4793252
- Firm CRD
- 22875