Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Levey is an Investment Advisor Representative with Canterbury Consulting Inc. Jason has been with Canterbury Consulting Inc. since August 2005. Jason is registered with the state of California. Jason also has a Series 7 and Series 31 registration. Jason's previous experience includes a role at Morgan Stanley DW Inc.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
08/11/2005 - Present
Canterbury Consulting Inc. (NEWPORT BEACH CA)
CA
08/11/2005 - 10/24/2013
CANTERBURY CONSULTING INCORPORATED (NEWPORT BEACH CA)
NY
09/02/2004 - 08/01/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jason Levey is the right advisor for you? Invested Better is here to help.
