Jeffrey Gene Levy

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1999 → 06/2024
  Securities America, Inc.
  New York, NY
• 01/2001 → 06/2024
  Securities America Advisors, Inc
  New York, NY
• 11/1989 → Present
  Harland Financial Services Corp
  New York, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  New York, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  New York, NY

Previous Registrations

• 2015-03-04 → 2024-06-14
  Securities America Advisors, Inc.
  New York, NY
  New York, NY

Other Businesses

HARLAND FINANCIAL SERVICES CORP. POSITION: President NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 8 START DATE: 11/01/1989 ADDRESS: 7534 177 Street, Fresh Meadows NY 11366, United States DESCRIPTION: I am the sole practitioner at Harland Financial Services Corp. I sell fixed insurance products, initiate new business, maintain service with existing clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-27
• S63 Uniform Securities Agent State Law Examination
  1985-05-08

Designations

• Certified Financial Planner

Other Names

• Jeff Gene Levy