personimage

Jason E. Levey

Canterbury Consulting Incorporated

Financial Planner in San Clemente, CA

Address:
2946 Calle Grande Vis
San Clemente, CA 92672
Request a Free Consultation

Is this Your Listing? Claim it Now!

View on Maps

About Jason E. Levey

Jason Levey is a financial professional at Canterbury Consulting Incorporated located in San Clemente, California. Jason Levey holds an industry securities registration subject to FINRA oversight having passed securities examinations including S31, S65, S66 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

Jason Levey provides services to clients in the following language(s):

  • English

Specialties and Skills:

Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.

  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Jason Levey
2946 Calle Grande Vis
San Clemente, CA 92672

Phone Number: Click to Show
Website:

Client Reviews

0 Reviews for Jason E. Levey

Looking for a financial advisor located near San Clemente, California? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.