Jason Levey is a registered investment advisor at Canterbury Consulting Incorporated, based in Newport Beach, CA, with 21 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 167 clients with $7.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Canterbury Consulting offers investment advice and management services, with fees based on a percentage of the value of your investments. The percentage charged varies depending on the service platform used: Advisory Services, Outsourced CIO Services, or Family Office Services. The more assets Canterbury manages for you, the lower the percentage you'll pay. There is also a minimum fee that applies, which is subject to negotiation.
Location
610 Newport Center Drive, Suite 500, Newport Beach, CA, 92660-6404
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason works as an investment professional and advisor at Canterbury Asset Management since July 2024. He is also a member of the investment committee at Avanti Capital Investments since October 2024, dedicating minimal time for an annual compensation of $40,000.
Employment History
Current Registrations
Canterbury Consulting Incorporated
Previous Registrations
Morgan Stanley
State Registrations2 states
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