Jacob Levine
Associate Wealth Manager at Merit Financial Advisors | Jupiter, Florida, United States
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Associate Wealth Manager at Merit Financial Advisors in April 2025 to Present
Service Advisor at Merit Financial Advisors in January 2025 to April 2025
Senior Client Services Manager at Merit Financial Advisors in November 2023 to January 2025
Associate Director at Certuity in July 2022 to November 2023
Investment Associate at Certuity in August 2021 to July 2022
Equity Trader at Trillium Management, LLC in September 2019 to July 2021
Trading Intern at Trillium Management, LLC in May 2018 to August 2018
Summer Analyst at Flexpoint Ford, LLC in May 2017 to August 2017
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University of Michigan - Stephen M. Ross School of Business, Bachelor of Business Administration - BBA, Business Administration and Management, General, 3.5/4.0, September 2026
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Salesforce.com
Tax-advantaged Investment Strategies
Customer Relationship Management (CRM)
Asset Allocation
Microsoft PowerPoint
Account Management
Quick Reference Guides
Problem Solving
Presentations
Investment Research
Financial Modeling
Economics
Due Diligence
Capital Markets
Account Reconciliation
Market Research
Portfolio Management
Market Analysis
Wealth Management Services
Investment Strategies
Financial Advisory
Investment Management
Asset Management
Leadership
Financial Markets
Investment Advisory Services
Financial Services
Finance
Client Services
Client Relations
Equity Trading
Equity Research
Fixed-Income Investing
Morningstar
Financial Planning
Financial Analysis
Communication
Alternative Investments
Analytical Skills
Investments
Trading
Teamwork
Microsoft Office
Microsoft Word
Microsoft Excel
Customer Service
Management
Series 65
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Discover more about Merit Financial AdvisorsWhat is Jacob Levine email address?
Email Jacob Levine at [email protected] and [email protected]. This email is the most updated Jacob Levine's email found in 2026.
How to contact Jacob Levine?
To contact Jacob Levine send an email to [email protected] or [email protected].
What company does Jacob Levine work for?
Jacob Levine works for Merit Financial Advisors
What is Jacob Levine's role at Merit Financial Advisors?
Jacob Levine is Associate Wealth Manager
What is Jacob Levine's Phone Number?
Jacob Levine's phone (305) ***-*348
What industry does Jacob Levine work in?
Jacob Levine works in the Investment Banking industry.
Jacob Levine Email Addresses
Jacob Levine Phone Numbers
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