Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Levy is an investment advisor representative at Peak American Investment Advisors, Inc., located in Plano, Texas. Jared has been in the industry since 1997 and has held various positions at different firms including OptionHouse, LLC, Emerald Bay Capital Management, LLC, Liberty Securities Corporation, First Liberty Investment Group, Inc., and Jefferson Gersch, Inc. Jared holds the Series 63 and Series 65 licenses, as well as the Series 7 license, demonstrating a broad base of knowledge in the financial services industry. Jared focuses on providing financial planning and portfolio management services for individuals and businesses. Jared is also a CEO of Delancey Strategies LLC, a consulting and writing firm that focuses on TV/media economics and market commentary.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
05/10/2024 - Present
Peak American Investment Advisors, Inc. (PLANO TX)
IL
04/19/2010 - 07/28/2010
OPTIONSHOUSE, LLC (CHICAGO IL)
NY
12/18/2002 - 03/11/2003
EMERALD BAY CAPITAL MANAGEMENT, LLC (NEW YORK NY)
NY
07/20/1998 - 02/05/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
PA
12/10/1997 - 07/17/1998
FIRST LIBERTY INVESTMENT GROUP, INC. (PHILADELPHIA PA)
NA
06/06/1997 - 11/11/1997
JEFFERSON GERSCH, INC.
IA
Issued 05/02/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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