Jared Levy

Born and raised in Philadelphia and then NYC in his late teens, Jared started from humble beginnings, but was driven to do something special in life — finance was a key catalyst that became a focus very early on. Starting off as a financial advisor, Jared quickly found one of his gifts and passions as a successful options market maker on four different exchanges where he made a name for himself as one of the youngest members of the Philadelphia Stock Exchange and one of the largest traders in the Nasdaq 100 options’ pit during the dot-com boom & subsequent bust. Changes in the marketplace and the tragic events of September 11th changed the course of his life. Levy sought to shift from trading in the pits to providing smart, comprehensive investment strategies and education for both professionals and main street alike (with a focus on the latter). Over the last 26 years, Jared has worked for some of the top firms and media outlets globally, managing money and risk, while at the same time building a brand around his unique investing, educational, and marketing ideas. Jared became nationally recognized for his ability to distill and convey complex topics into compelling, easy-to-understand, and actional concepts for the masses. In the media, Jared was one of the original cast members of Fast Money on CNBC and has been featured on nearly every major financial news network. He has written two best-selling investment books and can now be seen on Fox News and Fox Business regularly, offering his outlooks and analysis on the economy and capital markets. When he’s not in the office, he enjoys time with his son, restoring and flying airplanes, enjoying the arts, developing real estate, and practicing Brazilian Jiu-Jitsu. He supports and actively participates in causes that help improve his neighborhood and the world around him. By joining PEAK, he has found a home where he can put his experience and ideas to work with a team dedicated to helping America’s overachieving, but often overlooked population segments.