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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Levy is a registered investment advisor with Outrunner Capital, LLC. Jonathan is an investment advisor representative, registered in Texas. Jonathan has been in the industry since 2013 and has experience working with Brown Advisory and OXBOW ADVISORS, LLC. Jonathan's firm, Outrunner Capital, LLC, offers portfolio management for individuals, businesses, and pooled investment vehicles. The firm also provides financial planning and selection of other advisers.
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.
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.
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TX
05/15/2024 - Present
Outrunner Capital, LLC (Austin TX)
IA
Issued 12/13/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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