Unclaimed Profile

Kenneth Neil Levy

JACOBS LEVY EQUITY MANAGEMENT INC·FLORHAM PARK, New Jersey

Clean recordJACOBS 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kenneth Neil Levy is a registered financial advisor based in FLORHAM PARK, New Jersey, affiliated with JACOBS LEVY EQUITY MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

JACOBS LEVY EQUITY MANAGEMENT INC

JACOBS LEVY EQUITY MANAGEMENT

AUM

$22.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at JACOBS LEVY EQUITY MANAGEMENT INC →

Services

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2235178

Firm CRD# 107022

View on FINRA BrokerCheck →

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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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