Tamir Y Levi

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 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

• 10/2017 → 01/2020
  J.P. Morgan Securities Llc
  New York, NY
• 06/2017 → 09/2017
  Weinrebs Judaica
  Teaneck, NJ
• 09/2015 → 06/2017
  Yeshiva Beismordechai
  Teaneck, NJ
• 10/2017 → 01/2020
  Jpmorgan Chase Bank
  New York, NY
• 01/2020 → Present
  J.P. Morgan Securities Llc
  Dania Beach, FL
• 01/2020 → Present
  Jpmorgan Chase Bank, N.A.
  Dania Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2021-03-17
• S63 Uniform Securities Agent State Law Examination
  2017-12-04

Other Names

• Tamir Y Levi
• Tamir Levi
• Tamir Yitzchak Levi