Jared Levy Location
Dallas, TX, US
Jared Levy Work
- 2026 - now Investment Director @ DBHW Wealth Partners
- 2008 - now Markets, Economics Expert on Fox Business @ Fox Business Network
- 2012 - now Chief Markets Strategist, Wealth, Commentator, Portfolio Manager @ Delancey Strategies
- 2023 - 2025 Chief Markets Strategist, Co-Head Portfolio Management @ Peak American Investment Advisors, Inc.
- 2010 - 2024 Author @ Wiley Sri Lanka
- 2018 - 2019 Senior Finance Strategist and Writer and Consultant - Freelance @ Fractl
- 2014 - 2018 Chief Market Strategist (Derivatives) @ StreetAuthority LLC
- 2012 - 2014 Senior Equities Strategist @ Zacks Investment Research
- 2011 - 2014 Managing Partner, Derivatives @ Belpointe Asset Management
- 2010 - 2012 Editor, Options Strategist @ Taipan Publishing Group
Jared Levy Education
- Temple University
(Economics)
1998 - George Washington High School
Jared Levy Skills
- Financial Planning
- Investment Portfolios
- Model Portfolios
- ChFC
- Wealth Management Services
- Asset Management
- Market Research
- Digital Marketing
- Marketing Strategy
- Trade Finance
Jared Levy Summary
Jared Levy, based in Dallas, TX, US, is currently a Investment Director at DBHW Wealth Partners. Jared Levy brings experience from previous roles at Fox Business Network, Delancey Strategies, Peak American Financial Companies, Inc. and John Wiley and Sons. Jared Levy holds a Temple University. With a robust skill set that includes Financial Planning, Investment Portfolios, Model Portfolios, ChFC, Wealth Management Services and more. Jared Levy has 4 emails and 2 mobile phone numbers on RocketReach.
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Top DBHW Wealth Partners Employees
-
Lisa Pugel
CEO at DBHW Wealth Partners
South Milwaukee, WI, US13 -
Chuck Winn
Senior Wealth Advisor at DBHW Wealth Partners
Menomonee Falls, WI, US4 -
Geoff Hall
Director of Technology at DBHW Wealth Partners
Menomonee Falls, WI, US12 -
Aliina Klatt
Director of Operations at DBHW Wealth Partners
Milwaukee, WI, US13 -
Amy Kaase
Lead Wealth Advisor at DBHW Wealth Partners
Bellville, TX, US12 -
Melissa Coppage
Senior Wealth Advisor at DBHW Wealth Partners
South Milwaukee, WI, US2 -
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