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Julie Jo Levenson

LA Honda Advisors LLC

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About Julie Jo Levenson

Julie Levenson is a financial advisor with La Honda Advisors LLC. Julie has been working in the industry since 1997 and is licensed to provide securities and investment advisory services. Julie has extensive experience in the financial services industry and is committed to providing clients with personalized advice and guidance. She is also a licensed general securities principal.

Firm Information

Julie Levenson is currently registered with LA Honda Advisors LLC. LA Honda Advisors LLC is a California-based Limited Liability Company formed on September 20, 2011. The firm is registered with the SEC and the state of California.

Not reported

Assets Under Management

Not reported

Total Clients

4

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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Julie Levenson’s Registration & Firm History

CA

07/15/2013 - Present

LA Honda Advisors LLC (PALO ALTO CA)

MA

06/26/2012 - 10/25/2013

NOLAN SECURITIES CORP. (MONTEREY MA)

CA

10/01/2010 - 09/26/2012

PGP CAPITAL ADVISORS, LLC (LOS ANGELES CA)

CA

11/13/2007 - 08/31/2010

COWEN AND COMPANY (SAN FRANCISCO CA)

CA

08/13/2004 - 11/20/2007

HOULIHAN LOKEY HOWARD & ZUKIN CAPITAL, INC. (SAN FRANCISCO CA)

NY

02/07/2003 - 07/27/2004

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NY

07/19/2000 - 10/02/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

06/09/1998 - 08/24/1999

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

12/13/1990 - 03/12/1993

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/23/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 06/12/2001

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie Jo Levenson.
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