Unclaimed Profile

Jeffrey Alan Levenberg

HONEST ADVISORS, LLC·AUSTIN, Texas

HONEST ADVISORS, LLC

600 CONGRESS AVE, AUSTIN, TX 78701CRD# 6660258Firm CRD# 175013

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Alan Levenberg · AUSTIN, TX

Registration

CRD #6660258 · HONEST ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

8 disclosures on file · See FINRA BrokerCheck for full record

About

Jeffrey Alan Levenberg is a registered financial advisor based in AUSTIN, Texas, affiliated with HONEST ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Nonprofits & Foundations

Introduction

Speak with Jeffrey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeffrey is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

HONEST ADVISORS, LLC

HONEST DOLLAR

AUM

$2M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HONEST ADVISORS, LLC →

Services

Portfolio management (individuals)

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6660258

Firm CRD# 175013

View on FINRA BrokerCheck →

Looking for a financial advisor in AUSTIN?

Browse all registered financial advisors in AUSTIN, Texas or claim this profile if it's yours.

Browse AUSTIN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jeffrey Alan Levenberg offer?

Jeffrey Alan Levenberg specializes in Investment Management. Contact their office in AUSTIN, Texas for a consultation.

What are Jeffrey Alan Levenberg's credentials?

Jeffrey Alan Levenberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Alan Levenberg located?

Jeffrey Alan Levenberg is based in AUSTIN, Texas, working with HONEST ADVISORS, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.

How does Jeffrey Alan Levenberg charge for services?

Jeffrey Alan Levenberg's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HONEST ADVISORS, LLC?

HONEST ADVISORS, LLC has approximately 17 employees and manages $2M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →