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Jared Levy, Cfp®, Chfc® Email & Phone Number

Founder | Managing Partner | at Brix Partners
Location: New York, United States 3 work roles 5 schools
1 work email found @brixpartners.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

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Work email j****@brixpartners.com
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Current company
Brix Partners
Role
Founder | Managing Partner |
Location
New York, United States
Company size
10 employees

Who is Jared Levy, Cfp®, Chfc®? Overview

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Jared Levy, Cfp®, Chfc® is listed as Founder | Managing Partner | at Brix Partners, a with 10 employees, based in New York, United States. AeroLeads shows a work email signal at brixpartners.com and a matched LinkedIn profile for Jared Levy, Cfp®, Chfc®.

Jared Levy, Cfp®, Chfc® previously worked as Founder, Managing Partner at Brix Partners and Managing Partner at Kap Planning. Jared Levy, Cfp®, Chfc® holds Retirement Planning, Retirement Planning Specialist from University Of Pennsylvania - The Wharton School.

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Email format at Brix Partners

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{first}@brixpartners.com
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AeroLeads found 1 current-domain work email signal for Jared Levy, Cfp®, Chfc®. Compare company email patterns before reaching out.

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Profile bio

About Jared Levy, Cfp®, Chfc®

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.I am 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.AR Insurance Lic# 2878005. CA Insurance Lic# 0D03661Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). Brix Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 6 corporate Drive, Shelton, CT 06484, Tel: 203-513-6000Domiciled in New York

Current workplace

Jared Levy, Cfp®, Chfc®'s current company

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Brix Partners
Brix Partners
Founder | Managing Partner |
new york, new york, united states
Website
brixpartners.com
Employees
10
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3 roles

Jared Levy, Cfp®, Chfc® work experience

A career timeline built from the work history available for this profile.

Founder, Managing Partner

Current
Brix Partners

Greater New York City Area

As collectors and lovers of wine, the current team has always found the process of making wine analogous to the steps and strategies relevant in true financial planning. “Brix” refers to the ratio of sugar in grapes in a vineyard before harvest—a primary indicator of potential quality and balance in the final wine. Like the best vignerons (winegrowers), the most successful businesses must consider the implications of their decisions, early enough in the process, to drive the impact and results they desire. This is the bedrock of successful financial planning. Licensed and registered to offer products and services in several states. Licenses and registrations will vary. Please contact this office for further information. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.sipc.org). 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.

Feb 2019 - Present

Managing Partner

Kap Planning

200 Park Ave Suite 3200, Ny Ny 10166

Our team of financial professionals has more than 100 years of combined client-focused planning experience. Since its inception in 1981, KAP Planning has utilized a comprehensive planning process to help clients and their advisors make informed decisions.Our team's combined experience, credentials and knowledge of a wide-range of products and services allow our firm to provide quality, cost-effective financial strategies that are designed to help our clients realize their financial goals.At KAP Planning, our mission is simple: to provide innovative and practical financial solutions for our valued clients. Our firm's reputation for professional excellence and reliability gives our clients a high-level of confidence in services and products we recommend and help implement.We look forward to helping our clients take control of their financial future.

Jan 1999 - Jan 2019

Founder

The Boston Group Lp.
Apr 1995 - Jul 1998
Team & coworkers

Colleagues at Brix Partners

Other employees you can reach at brixpartners.com. View company contacts for 10 employees →

KS Kyle Smith Kyle Smith Colleague at Brix PartnersNiantic, Connecticut, United States View → AL Aimee Libby Aimee Libby Colleague at Brix PartnersBranford, Connecticut, United States View → SM Svetlana Morozova Svetlana Morozova Colleague at Brix PartnersNew York, United States View →
5 education records

Jared Levy, Cfp®, Chfc® education

Education record

Horace Greeley High School
FAQ

Frequently asked questions about Jared Levy, Cfp®, Chfc®

Quick answers generated from the profile data available on this page.

What company does Jared Levy, Cfp®, Chfc® work for?

Jared Levy, Cfp®, Chfc® works for Brix Partners.

What is Jared Levy, Cfp®, Chfc®'s role at Brix Partners?

Jared Levy, Cfp®, Chfc® is listed as Founder | Managing Partner | at Brix Partners.

What is Jared Levy, Cfp®, Chfc®'s email address?

AeroLeads has found 1 work email signal at @brixpartners.com for Jared Levy, Cfp®, Chfc® at Brix Partners.

Where is Jared Levy, Cfp®, Chfc® based?

Jared Levy, Cfp®, Chfc® is based in New York, United States while working with Brix Partners.

What companies has Jared Levy, Cfp®, Chfc® worked for?

Jared Levy, Cfp®, Chfc® has worked for Brix Partners, Kap Planning, and The Boston Group Lp..

Who are Jared Levy, Cfp®, Chfc®'s colleagues at Brix Partners?

Jared Levy, Cfp®, Chfc®'s colleagues at Brix Partners include Kyle Smith, Aimee Libby, and Svetlana Morozova.

How can I contact Jared Levy, Cfp®, Chfc®?

You can use AeroLeads to view verified contact signals for Jared Levy, Cfp®, Chfc® at Brix Partners, including work email, phone, and LinkedIn data when available.

What schools did Jared Levy, Cfp®, Chfc® attend?

Jared Levy, Cfp®, Chfc® holds Retirement Planning, Retirement Planning Specialist from University Of Pennsylvania - The Wharton School.

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