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Kenneth Neil Levy

Jacobs Levy Equity Management

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About Kenneth Neil Levy

Kenneth Levy is a registered investment advisor representative with Jacobs Levy Equity Management in Florham Park, NJ. Kenneth holds the Series 3 license. Kenneth has been in the industry since 1986 and has a designation of Chartered Financial Analyst. Kenneth Levy focuses on portfolio management for businesses, investment companies, and pooled investment vehicles.

Firm Information

Kenneth Levy is currently registered with Jacobs Levy Equity Management. Jacobs Levy Equity Management is an investment firm headquartered in FLORHAM PARK, NJ. They manage over $22.88 billion in assets for clients including investment companies, pooled investment vehicles, pension and profit-sharing plans, state or municipal government entities, and sovereign wealth funds and foreign official institutions. The firm provides portfolio management services for businesses, investment companies, and pooled investment vehicles. They are registered with the SEC under number 801-28257.
Jacobs Levy Equity Management

100 CAMPUS DRIVE

FLORHAM PARK, NJ 07932-0650

$22.88B

Assets Under Management

4

Total Clients

3

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kenneth Levy’s Registration & Firm History

NJ

06/10/2002 - Present

Jacobs Levy Equity Management (FLORHAM PARK NJ)

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Licenses & Designations

BC

Issued 04/20/1992

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenneth Neil Levy.
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