Bleakley Financial Group
Jesse Levitt is an experienced professional in the finance and investment sectors, currently serving as an Administrative Associate at LPL Financial and an Investment Analyst at Bleakley Financial Group since October 2019. Responsibilities include investment research, portfolio management, investment proposals, and retirement analyses. Prior experiences include summer internships at Public.com, focusing on market research and social media analysis, and at T3 Trading Group, LLC, where securities research and analysis were conducted for risk management, along with contributions to training material development. Jesse's early career includes a role as a File Clerk at Frier Levitt, LLC, where document organization significantly aided legal professionals. Jesse holds a degree from the University of Arizona's Eller College of Management, completed in 2019, following a high school education at Livingston High School.
Bleakley Financial Group
A FOCUSED MISSION FROM A TRUSTED PARTNER Bleakley Financial Group offers individuals, families and business owners independent financial planning and wealth management advice in a focused team environment. Our advisory model is based on a disciplined collaborative planning process that addresses the full complexity of your personal situation. Advisors associated with Bleakley Financial Group, LLC may be: (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, (2) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC and investment advisor representatives of Bleakley Financial Group, LLC; or (3) solely investment advisor representatives of Bleakley Financial Group, LLC, and not affiliated with LPL Financial. Investment advice offered through Bleakley Financial Group, LLC, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Bleakley Financial Group or LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.