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Jordan Lebovitz

Keybanc Capital Markets Inc.

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About Jordan Lebovitz

Jordan Lebovitz is a financial professional currently registered with Keybanc Capital Markets Inc. Jordan has been in the industry since 2016. Jordan holds the Series 63, SIE and Series 79 licenses. Jordan was previously registered with BMO Capital Markets Corp. and Keybanc Capital Markets Inc.

Firm Information

Jordan Lebovitz is currently registered with Keybanc Capital Markets Inc.. Keybanc Capital Markets Inc. is a corporation formed on May 18, 1983 and is registered in 53 states and the SEC. The firm is headquartered in Cleveland, Ohio, and provides a wide range of investment banking and capital markets services. The firm's services include mergers and acquisitions, debt and equity underwriting, and financial advisory services.

Not reported

Assets Under Management

Not reported

Total Clients

359

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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Jordan Lebovitz’s Registration & Firm History

OH

01/23/2023 - Present

Keybanc Capital Markets Inc. (CLEVELAND OH)

NY

08/22/2017 - 08/28/2020

BMO CAPITAL MARKETS CORP. (NEW YORK NY)

NY

08/01/2013 - 07/28/2017

KEYBANC CAPITAL MARKETS INC. (New York NY)

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Licenses & Designations

BC

Issued 12/12/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/2013

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jordan Lebovitz.
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