Jacob Levy
Conquis Financial · Millbrae, California
Jacob Levy is a fee-only financial advisor at Conquis Financial in Millbrae, California, who holds the CFP credential. Jacob focuses on retirement planning and family wealth transfer. Conquis Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
- Multi-generational families
Facts
| Firm | Conquis Financial |
|---|---|
| Based in | Millbrae, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $280.0M across 234 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7509041 |
| Exams passed | Series 63 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | conquis.com |
| Profile |
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Questions about Jacob
Is Jacob Levy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Conquis Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jacob charge for financial advice?
Jacob's firm, Conquis Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jacob Levy based?
Jacob Levy is based in Millbrae, California.
What does Jacob specialize in?
Jacob's specialties include retirement planning and family wealth transfer. Jacob works with high earners and multi-generational families.
What credentials does Jacob Levy hold?
Jacob Levy holds the CFP credential.
Is Jacob Levy registered with the SEC?
Yes. Jacob Levy is registered as an investment adviser representative in CA (CRD 7509041), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Conquis Financial manage?
Conquis Financial reports $280.0M across 234 accounts in assets under management.
How do I contact Jacob Levy?
Through Jacob's website, conquis.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Conquis Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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