Jonathan Lewis Levy

Employer firm

Madison Avenue Securities, LLC CRD 23224

$2.02B regulatory AUM 31 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/2016 → 03/2018
  Gqg Partners Lp
  Fort Lauderdale, FL
• 01/2019 → 02/2022
  Ss&C Technologies Inc
  New York, FL
• 06/2022 → 12/2022
  New York Life Insurance Co.
  Sunrise, FL
• 02/2022 → 06/2022
  Unemployed
  Boca Raton, FL
• 03/2018 → 01/2019
  Unemployed
  Boca Raton, FL
• 01/2023 → 06/2023
  Creative Financial Network
  Fort Lauderdale, FL
• 06/2023 → 10/2024
  Equitable Advisors Llc
  New York, NY
• 01/2025 → 12/2025
  Petra Funds Group
  New York, NY
• 03/2026 → Present
  Legacy Advisors, Inc.
  Del Ray, FL
• 03/2026 → Present
  Madison Avenue Securities
  San Diego, CA

Previous Registrations

• 2023-08-03 → 2024-10-30
  Equitable Advisors, Llc
  Ft. Lauderdale, FL

Other Businesses

1.) NAME: LEGACY FINANCIAL PARTNERS; INVESTMENT RELATED: YES; ADDRESS: 1601 BELVEDERE ROAD,SUITE 305-S, WEST PALM BEACH, FL 33406; NATURE OF THE BUSINESS: WEALTH MANAGEMENT; POSITION: FINANCIAL ADVISOR; HOURS PER WEEK: 40; START DATE: 3/2026 INSURANCE LICENSE - FL - LIFE, VARIABLE ANNUITY & HEALTH

Exams

• S66 Uniform Combined State Law Examination
  2023-07-31
• S63 Uniform Securities Agent State Law Examination
  2011-06-23

Other Names

• Jonathan Levy
• Jonathan Lewis Levy