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610 Newport Center Drive Suite 500, Newport Beach, CA 92660-6404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-07 |
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
610 Newport Center Drive Suite 500, Newport Beach, CA 92660-6404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Canterbury Consulting, Inc. | Newport Beach | CA | 12/2015 | 01/2026 |
| Canterbury Consulting, Inc. | Newport Beach | CA | 01/2026 | Present |
(1) Since July 2024, Jason Levey has been employed as an investment professional and advisor at Canterbury Asset Management (CAM), a wholly owned affiliate of Canterbury Consulting, Inc. CAM is registered in the Canadian provinces of British Columbia, Alberta and Ontario, providing investment advisory services similar to those offered by Canterbury Consulting. CAM's services are provided out of the Canterbury Consulting offices in the United States. Jason Levey's work for CAM is part of his overall work at Canterbury Consulting. (2) Beginning in October 2024, Mr. Levey is a member of the investment committee at Avanti Capital Investments. His role is investment-related. Mr. Levey's time commitment to Avanti Capital Investments is approximately 16 hours a year, for which he receives an annual compensation of $40,000.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-29 |
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