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Kenneth Neil Levy

JACOBS LEVY EQUITY MANAGEMENT INC·FLORHAM PARK, New Jersey
Series 3Clean record24 years registeredJACOBS LEVY EQUITY MANAGEMENT INC
100 CAMPUS DRIVE, FLORHAM PARK, NJ 07932-0650CRD# 2235178Firm CRD# 107022

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kenneth Neil Levy · FLORHAM PARK, NJ
Registration
CRD #2235178 · JACOBS LEVY EQUITY MANAGEMENT INC · 24 years registered
Brand Profile
Not yet started
01

Career History

JACOBS LEVY EQUITY MANAGEMENT
Jun 2002 – present
02

Registrations & Exams

FINRA examinations passed
Series 3
Registration record
First registered · June 10, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JACOBS LEVY EQUITY MANAGEMENT INC
CRD 107022 · SEC 801-28257
AUM
$22.9B
Regulatory assets under management
Employees
65
135 client accounts
Services offered by JACOBS LEVY EQUITY MANAGEMENT INC
Per Form ADV
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Institutional Investors
Pension & Retirement Plans
View all advisors at JACOBS LEVY EQUITY MANAGEMENT INC →
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Frequently Asked Questions

What services does Kenneth Neil Levy offer?
Kenneth Neil Levy specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in FLORHAM PARK, New Jersey for a consultation.
What are Kenneth Neil Levy's credentials?
Kenneth Neil Levy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth Neil Levy located?
Kenneth Neil Levy is based in FLORHAM PARK, New Jersey, working with JACOBS LEVY EQUITY MANAGEMENT INC. Their office serves clients in the FLORHAM PARK metropolitan area and surrounding communities.
How does Kenneth Neil Levy charge for services?
Kenneth Neil Levy's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JACOBS LEVY EQUITY MANAGEMENT INC?
JACOBS LEVY EQUITY MANAGEMENT INC has approximately 65 employees and manages $22.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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