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RIA / WealthAdvisor21 years in industry

JASON ERIC LEVEY

Advisor at CANTERBURY CONSULTING INCORPORATED

NEWPORT BEACH, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9a84df97-04a8-20df-de40-d0bcfd1ccb84

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 2
Observed: Oct 25, 2004 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Jason E Levey

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

Jason E Levey

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CANTERBURY CONSULTING INCORPORATED
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 29, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Sep 29, 2004
First registration: Oct 25, 2004
Dual registered: no
Other names: JASON E LEVEY
IAPD individual key: 4793252

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CANTERBURY CONSULTING INCORPORATED	Independent wealth	Jan 1, 2025	n/a	yes	NEWPORT BEACH, CA	Current employment
MORGAN STANLEY DW INC.	n/a	Oct 25, 2004	Aug 1, 2005	no	SANTA ANA, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MORGAN STANLEY DW INC.	CANTERBURY CONSULTING INCORPORATED	Aug 1, 2005	Jan 1, 2025	7,093	Firm change after gap	Other

Relationships

Registered with (2)

→ CANTERBURY CONSULTING INCORPORATEDRegistered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Oct 25, 2004 to Aug 1, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9a84df97-04a8-20df-de40-d0bcfd1ccb84
First observed: Oct 25, 2004
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JASON ERIC LEVEY

Advisor at CANTERBURY CONSULTING INCORPORATED

NEWPORT BEACH, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9a84df97-04a8-20df-de40-d0bcfd1ccb84

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:54 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CANTERBURY CONSULTING INCORPORATED

Independent wealth

Jan 1, 2025

n/a

yes

NEWPORT BEACH, CA

Current employment

MORGAN STANLEY DW INC.

n/a

Oct 25, 2004

Aug 1, 2005

SANTA ANA, CA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

MORGAN STANLEY DW INC.

CANTERBURY CONSULTING INCORPORATED

Aug 1, 2005

Jan 1, 2025

7,093

Firm change after gap

Other