Jen 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, Jen moved to Austin from Chicago in 2018 to expand in the financial services industry. She holds the Series 7, 24, 63 and 66 registrations.
In her current role, she acts as designated supervisor and OSJ Manager supporting the advisors, staff and clients with a variety of tasks including supervision, compliance, account transfers, investment needs analysis and retirement planning illustrations.
Her personal interests include drumming, singing, piano, bass, trying to learn guitar, snowboarding, hiking, biking, basketball, squash and pool. On any given weekend, you’d probably find her enjoying the outdoors with her dog and friends or at some venue enjoying live music.