Jacob Levine

Employer firm

Trout Capital Management, LLC CRD 343185

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 08/2019 → 07/2021
  Trillium Management Llc
  New York, NY
• 08/2021 → 11/2023
  Camden Capital Llc/Certuity Llc
  North Palm Beach, FL
• 08/2015 → 07/2019
  University Of Michigan
  Ann Arbor, MI
• 06/2017 → 08/2017
  Flexpoint Ford Llc
  New York, NY
• 06/2018 → 08/2018
  Trillium Management Llc
  New York, NY
• 11/2023 → 12/2025
  Merit Financial Group, Llc
  Alpharetta, GA
• 01/2026 → 03/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palm Beach, FL
• 01/2026 → 03/2026
  Bank Of America, N.A.
  Palm Beach, FL
• 06/2026 → Present
  Trout Capital Management
  Jupiter, FL

Previous Registrations

• 2023-12-04 → 2026-01-06
  Merit Financial Advisors
  Alpharetta, GA
  Boca Raton, FL
  Jupiter, FL
• 2022-03-25 → 2023-11-14
  Certuity, Llc
  North Palm Beach, FL

Other Businesses

JW Mobile Ventures - Not Investment Related - Jupiter, FL - Mobile Dog Grooming - Owner - No relationship with the other business - 20 Hours Per Week - 0 Hours During Trading Hours - Mobile Dog Grooming

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-02

Other Names

• Jacob Robert Levine