Jacob David Levy
Vice President - Portfolio ManagementConquis Financial LLCCRD 7509041
About Jacob David Levy
Jacob David Levy is listed as Vice President - Portfolio Management at Conquis Financial LLC in Millbrae, CA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Conquis Financial LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jacob David Levy work?
Jacob David Levy is listed as Vice President - Portfolio Management at Conquis Financial LLC on SEC Form ADV.
How much of Conquis Financial LLC does Jacob David Levy own?
Form ADV reports a beneficial ownership band of Under 5%.
Conquis Financial LLC
| Title | Vice President - Portfolio Management |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |