Jared S. Levy

Founder, Managing Partner

 

Jared’s practice is focused on risk management and estate planning for ultra high net worth families and small business owners. As a founder of Brix Partners, Jared works closely with Registered Investment Advisors, Private Banks, Trust Companies & Family Offices and their clients to lead a comprehensive planning process directed towards goal-driven implementation.

Jared is a member of several highly esteemed organizations in the financial services industry, including the National Association of Insurance and Financial Advisors (NAIFA), MDRT’s Top of the Table and the Association for Advanced Life Underwriting (AALU). He also serves on the board of the Estate Planning Council of NY City, an interdisciplinary organization for advisors in the estate planning field. Finally, he is Treasurer and a member of the board for Heroes to Heroes, a charity providing support to our nation’s veterans who suffer from PTSD.

Jared earned a BS degree in Economics from SUNY Albany and a University of Pennsylvania’s Wharton School Certificate in Retirement Planning. He has also received his Chartered Financial Consultant (ChFC) designation from the American College, as well as a Certified Financial Planner (CFP) designation.

Jared is an avid golfer and tennis player and is also player-manager for his championship winning softball team near his Westchester home.

Jared is licensed and registered to offer products and services in New York. Licenses and registrations will vary. Domicled in New York. AR Insurance Lic# 2878005. CA Insurance Lic# 0D03661

 


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The information on this website is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation

We are licensed and registered to offer products and services in multiple states. Licenses and registrations will vary by representative. Please contact this office for further information.

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Brix Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 6 corporate Drive, Shelton, CT 06484, Tel: 203-513-6000

277 Park Avenue, 41st Floor
New York, NY 10172

“90% of the game is half mental.”

Yogi Berra

Approval # CRN202102-242847