Ethos Financial Group
46yrs
Top advisor by experience in King Of Prussia
15yrs
Jesse Levy
Financial advisor at Independence Square Holdings
Jesse Levy is a fiduciary financial advisor in King Of Prussia, Pennsylvania, with 15 years in the industry. Jesse joined Independence Square Holdings in 2020, after four years at Private Advisor Group and two years at UBS Financial Services. Independence Square Holdings offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and subscription fees.
One of 179 advisors with offices in King Of Prussia, and one of 152 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 50% of advisors nationwide
Office150 South Warner Road Suite 300, King Of Prussia, PA 19406
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$692,031
Advisors at the firm33
States licensed ?1 state
Services through Independence Square Holdings
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publications
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2020 – nowIndependence Square Holdings, LLCCurrent firm
- 2016 – 2020Private Advisor Group, LLCPreviously
- 2013 – 2015UBS Financial Services Inc.Previously
- 2011 – 2013MerrillPreviously
Contact Jesse
(610) 520-1500Independence Square Holdings main office 150 South Warner Road Suite 300King Of Prussia, PA 19406Office · Get directions LinkedIn pageIndependence Square Holdings
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Questions to ask Jesse
Tailored to Jesse’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jesse
How do I contact Jesse?
Call Independence Square Holdings at (610) 520-1500 and ask for Jesse Levy. Jesse works from the King Of Prussia, PA office.
How long has Jesse been a financial advisor?
Jesse has been in the industry since 2011, about 15 years. More experience than 50% of advisors nationwide.
What licenses does Jesse hold?
Series 66. Tap any license on this page to see what it allows.
Is Jesse a fiduciary?
Jesse is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jesse paid?
Independence Square Holdings reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Jesse for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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