Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Lever is a financial advisor at Ernst & Young Capital Advisors, LLC. He holds Series 63, SIE, and Series 79 licenses. Jake has been in the financial services industry since September 14, 2014. Prior to joining Ernst & Young Capital Advisors, LLC, Jake was a registered representative at Nomura Securities International, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jake is registered to provide securities services in all 50 states, the District of Columbia, and Puerto Rico.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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NY
07/25/2022 - Present
Ernst & Young Capital Advisors, LLC (NEW YORK NY)
NY
03/04/2019 - 07/21/2022
NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
NY
09/01/2014 - 02/20/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 09/06/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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