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Jesse Levy

Independence Square Holdings, LLC

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About Jesse Levy

Jesse Levy is a financial advisor with Independence Square Holdings, LLC in King of Prussia, PA. Jesse has been in the industry since June 12, 2011. Jesse is registered to provide investment advisory services in Pennsylvania, Maryland, New Jersey, New York, and North Carolina. Jesse also works with clients through LPL Financial LLC and Private Advisor Group, LLC. Jesse is a Series 66, 7, and SIE licensed advisor and is registered with FINRA.

Firm Information

Jesse Levy is currently registered with Independence Square Holdings, LLC. Independence Square Holdings, LLC is a registered investment advisor headquartered in King of Prussia, PA. The firm manages approximately $1 billion to $10 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. They offer a range of services, including financial planning, portfolio management, and cash management services.
Independence Square Holdings, LLC

150 SOUTH WARNER ROAD

KING OF PRUSSIA, PA 19406

$1.15B

Assets Under Management

50

Total Clients

27

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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cash management & mortgage services

Cash management & mortgage services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

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Jesse Levy’s Registration & Firm History

PA

01/13/2020 - Present

Independence Square Holdings, LLC (KING OF PRUSSIA PA)

NJ

08/23/2013 - 12/24/2015

UBS FINANCIAL SERVICES INC. (PRINCETON NJ)

NJ

06/13/2011 - 08/26/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PRINCETON NJ)

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Licenses & Designations

BOTH

Issued 07/11/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/10/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jesse Levy.
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