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Jeffrey Earle Leveen

Jonestrading

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About Jeffrey Earle Leveen

Jeffrey Earle Leveen is a financial professional with over 20 years of experience in the securities industry. Jeffrey has a strong background in trading and has held various positions at leading financial institutions, including Knight Capital Americas, L.P., KCG Americas LLC, and Citigroup Global Markets Inc. Jeffrey is currently registered with Jonestrading and is licensed to provide investment advice in 51 states. Jeffrey holds the Series 4, 7, 24, 55, 57TO, and 63 licenses. Jeffrey is committed to providing his clients with personalized financial guidance and helping them achieve their investment goals.

Firm Information

Jeffrey Leveen is currently registered with Jonestrading. Jonestrading is a Limited Liability Company formed in August 2001. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Jonestrading has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

108

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Jeffrey Leveen’s Registration & Firm History

SC

07/31/2014 - Present

Jonestrading (Daniel Island SC)

NJ

07/02/2012 - 06/24/2014

KCG AMERICAS LLC (JERSEY CITY NJ)

NJ

04/26/2005 - 07/02/2012

KNIGHT CAPITAL AMERICAS, L.P. (JERSEY CITY NJ)

NY

04/09/1998 - 04/07/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

04/09/1998 - 09/01/1998

SALOMON BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/03/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/30/2017

Series 4 - Registered Options Principal Examination

BC

Issued 03/02/2015

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/1999

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 04/08/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jeffrey Earle Leveen.
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