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Jesse Levitt Email & Phone Number
Senior Planning and Investment Analyst
at
OnePointBFG Wealth Partners
1 work email found
@lpl.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Planning and Investment Analyst
Location
New York City Metropolitan Area, United States, United States
Company size
Who is Jesse Levitt? Overview
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Quick answer
Jesse Levitt is listed as Senior Planning and Investment Analyst at OnePointBFG Wealth Partners, a company with 169 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at lpl.com and a matched LinkedIn profile for Jesse Levitt.
Jesse Levitt previously worked as LPL Administrative Associate at Lpl Financial and Investment Analyst at Bleakley Financial Group. Jesse Levitt holds Economics from University Of Arizona, Eller College Of Management.
Company email context
Email format at OnePointBFG Wealth Partners
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{first}.{last}@lpl.com
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AeroLeads found 1 current-domain work email signal for Jesse Levitt. Compare company email patterns before reaching out.
Profile bio
About Jesse Levitt
Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Investment advice offered through Bleakley Financial Group, LLC, a registered investment adviser and separate entity from LPL Financial. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Listed skills include Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Office, and 2 others.
Current workplace
Jesse Levitt's current company
Company context helps verify the profile and gives searchers a useful next step.
Onepointbfg Wealth Partners
6 roles
Jesse Levitt work experience
A career timeline built from the work history available for this profile.
Lpl Administrative Associate
Current
Oct 2019 - Present
Investment Analyst
CurrentPart of the Investments Analyst team who's responsibilities include investment research, portfolio management, investment proposals, and retirement analyses.
Oct 2019 - Present
Summer Intern
Organized market research on the competition and social media components that allows users to compare portfolios with other professionals.
Jul 2018 - Aug 2018
Summer Intern (2016 & 2018)
Performed securities research and analysis for a risk management team and assisted with developing training manuals to help new traders. Participated in simulated trading exercises, providing feedback on the technology for both the software developers and future employees.
May 2018 - Aug 2018
File Clerk
Reorganized and restructured the law firm’s closed files to help lawyers locate documents for future cases and research purposes.
Jun 2015 - Aug 2015
2 education records
Jesse Levitt education
Education record
Livingston High School
FAQ
Frequently asked questions about Jesse Levitt
Quick answers generated from the profile data available on this page.
What company does Jesse Levitt work for?
Jesse Levitt works for OnePointBFG Wealth Partners.
What is Jesse Levitt's role at OnePointBFG Wealth Partners?
Jesse Levitt is listed as Senior Planning and Investment Analyst at OnePointBFG Wealth Partners.
What is Jesse Levitt's email address?
AeroLeads has found 1 work email signal at @lpl.com for Jesse Levitt at OnePointBFG Wealth Partners.
Where is Jesse Levitt based?
Jesse Levitt is based in New York City Metropolitan Area, United States, United States while working with OnePointBFG Wealth Partners.
What companies has Jesse Levitt worked for?
Jesse Levitt has worked for Onepointbfg Wealth Partners, Lpl Financial, Bleakley Financial Group, Public.Com, and T3 Trading Group, Llc.
How can I contact Jesse Levitt?
You can use AeroLeads to view verified contact signals for Jesse Levitt at OnePointBFG Wealth Partners, including work email, phone, and LinkedIn data when available.
What schools did Jesse Levitt attend?
Jesse Levitt holds Economics from University Of Arizona, Eller College Of Management.
What skills is Jesse Levitt known for?
Jesse Levitt is listed with skills including Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Office, Research, and Morningstar.
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