Registered Principal and OSJ Manager
Jennifer Levesque’s interest in the financial sector began with micro and macro economics courses while studying for her B.A. of Anthropology at the University of Massachusetts Boston. She was always looking for the intersection of ethnographic data with practical applications in the business world. Having worked in both real estate and for an online brokerage, Jennifer moved to Austin to expand in the financial services industry. She holds the Series 7, 24 and 63 registrations.
In her current role, she supports advisors and clients with investment needs analysis and retirement planning illustrations. In addition, she helps coordinate and accomplish various tasks based on the clients’ long-term financial strategies.
Her personal interests include drumming, singing, piano, bass, guitar, snowboarding, hiking, off-road biking, basketball, squash and pool.