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Vice President - Portfolio Management · Conquis Financial LLC

Jacob D. Levy

CRD 7509041 · Named on Form ADV at one SEC-registered adviser

At a glance

Conquis Financial LLC, an SEC-registered wealth manager based in Millbrae, CA with $280 million in regulatory assets, lists Jacob D. Levy on its Form ADV as Vice President - Portfolio Management.

Firms and roles

  • Conquis Financial LLCVice President - Portfolio ManagementWealth manager · Millbrae, CA · $280M in regulatory assets

AtlasMembers

Jacob’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jacob’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.