Scott Levinson (CRD# 6065149) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palm Coast, FL and has over 8 years of experience in the finance industry.
CRD# 6192512
Edward Jones
CRD# 3108019
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6496410
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Jpmorgan Chase Bank, N.a. | Palm Coast, FL | Oct 2021 - Current | 2 |
Jp Morgan Chase Bank | Ormond Beach, FL | Oct 2016 - Oct 2021 | 5 |
Jp Morgan Securities LLC | Ormond Beach, FL | Oct 2016 - Oct 2021 | 5 |
Nylife Securities LLC | New Windsor, NY | Aug 2015 - Oct 2016 | 1 |
New York Life Insurance Co | New Windsor, NY | Dec 2014 - Oct 2016 | 1 |
Unemployed | Poughkeepsie, NY | Jun 2014 - Dec 2014 | < 1 |
Team Hudson Inc. | White Plains, NY | Jan 2014 - Jun 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2016 |
S66 | NASAA Uniform Combined State Law Examination | Sep 2021 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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