Role at Canterbury Consulting
- Title on Schedule A
- Chief Executive Officer
- Control
- Jason Levey is a control person of Canterbury Consulting.
- Ownership
- The filed direct ownership band is 5% to 10%.
- Tenure
- Jason Levey has held the filed role since January 2026.
The firm
Form ADV filed 4 May 2026
Career on record
Jason Levey has been registered through Canterbury Consulting since August 2005, and before that through Morgan Stanley.
- – present · 21 yearsNewport Beach, CA · Adviser representative · Firm CRD 22875
- Passed Series 7, Series 66 and Series 31 · 2004
- Morgan Stanley– · 1 yearSanta Ana, CA · Adviser representative · Firm CRD 7556
Registrations and exams
Jason Levey has a current investment-adviser registration in California and Texas and has passed 3 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| California | Investment adviser representative | Approved | 11 August 2005 |
| Texas | Investment adviser representative | Approved, resident | 7 February 2025 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved, resident
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 29 September 2004 |
| Series 31 | Futures Managed Funds Examination | 29 October 2004 |
| Series 7 | General Securities Representative Examination | 1 September 2004 |
- Name
- Uniform Combined State Law Examination
- Name
- Futures Managed Funds Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Jason Eric Levey
- CRD
- 4793252
- Registration status
- Investment adviser registration
- Office
- 610 NEWPORT CENTER DRIVE, SUITE 500, Newport Beach, CA 92660-6404
- Firm bio
- canterburyconsulting.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Canterbury identifies Jason Levey as CEO, shareholder and board member, and says he chairs its Outsourced CIO Committee. Canterbury Consulting official team page
Education
- He earned a BA in business administration with a concentration in finance from California State University, Fullerton.Canterbury Consulting official team page
Credentials and memberships
- The firm biography identifies him as a Chartered Alternative Investment Analyst (CAIA).Canterbury Consulting official team page
Common questions
Where does Jason Levey work?
Jason Levey has been Chief Executive Officer of Canterbury Consulting Incorporated since January 2026, and is a control person of the firm.
Is Jason Levey a financial advisor?
Yes. Jason Levey has a current investment-adviser registration in California and Texas, through Canterbury Consulting since August 2005, as of 17 October 2026.
How many years of experience does Jason Levey have?
Jason Levey has worked in the financial industry for 21 years as of 17 October 2026, counted from 2 November 2004, across 2 adviser firms.
What exams has Jason Levey passed?
Jason Levey has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in September 2004.
Where did Jason Levey work before Canterbury Consulting?
Before Canterbury Consulting, Jason Levey was registered through Morgan Stanley, October 2004 to August 2005.
Where is Jason Levey based?
Jason Levey’s registered office is in Newport Beach, CA.
Leadership at Canterbury Consulting
Debashis ChowdhuryPresident
Poorvi ParekhChief Compliance Officer (cco)
Donald CluckFounding Director
Jerry Dale III MontgomeryManaging Director
Nolan WoodManaging Director
Michael LavenChairman