Jared S. Levy

Jared S. Levy Jared’s practice is focused on risk management and estate planning for ultra high net worth families and small business owners. Domiciled in New York.

As a founder of Brix Partners, Jared works closely with Registered Investment Advisors, Private Banks, Trust Companies & Family Offices and their clients to lead a comprehensive planning process directed towards goal-driven implementation. Jared is a member of several highly esteemed organizations in the financial services industry, including the National Association of Insurance and Financial Adv

isors (NAIFA), MDRT’s Top of the Table and the Association for Advanced Life Underwriting (AALU). He also serves on the board of the Estate Planning Council of NY City, an interdisciplinary organization for advisors in the estate planning field. Finally, he is Treasurer and a member of the board for Heroes to Heroes, a charity providing support to our nation’s veterans who suffer from PTSD. Jared earned a BS degree in Economics from SUNY Albany and a University of Pennsylvania’s Wharton School Certificate in Retirement Planning. He has also received his Chartered Financial Consultant (ChFC) designation from the American College, as well as a Certified Financial Planner (CFP) designation. Jared is an avid golfer and tennis player and is also player-manager for his championship-winning softball team near his Westchester home. Jared is licensed and registered to offer products and services in New York. Licenses and registrations will vary. Contact this office for further information. AR Insurance Lic # 2878005. CA Insurance Lic # 0D03661. Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). Brix Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000

We’re pleased to share an exciting update.Brix Partners is joining Barnum Premier Client Group, bringing two established...
06/04/2026

We’re pleased to share an exciting update.
Brix Partners is joining Barnum Premier Client Group, bringing two established teams together under the same Barnum umbrella.
This transition enhances the depth of resources, collaboration, and strategic support available, while maintaining the same relationships and continuity.
Looking forward to what’s ahead.

06/01/2026

Last week, U.S. equities pushed to new highs, supported by geopolitical optimism and AI-driven earnings. Bonds rallied as lower energy prices eased inflation concerns, while economic data was mixed—persistent inflation alongside resilient growth. Check out this week’s market perspective to learn more.

05/26/2026

Last week, U.S. markets extended their rally to an eighth straight week, supported by strong earnings. While equities gained, the macro backdrop remained mixed marked by a flattening yield curve and declining consumer sentiment amid ongoing inflation concerns. Learn more with this week’s market perspective.

Planning for a home or property? Download the guide for key considerations. Then, let’s talk about how it fits into your...
05/26/2026

Planning for a home or property? Download the guide for key considerations. Then, let’s talk about how it fits into your financial strategy.

https://bit.ly/4e5SEao

05/25/2026

Your business is likely your biggest asset, yet many small business owners don’t think of it that way. Check out this recent study that explores owner mindsets and key considerations to ensure your business is working for you.

05/19/2026

Markets were mixed last week. An early AI-driven rally faded into a Friday selloff as rising yields and oil prices renewed inflation concerns. The S&P 500 edged higher on solid earnings and economic data, but sentiment weakened late in the week, highlighting a fragile balance between growth optimism and inflation risks. For more insights, check out this week's market perspective.

Whether you’re renovating a home, considering a business opportunity, or just need extra flexibility with cash flow, the...
05/18/2026

Whether you’re renovating a home, considering a business opportunity, or just need extra flexibility with cash flow, there are ways to access funds without selling your investments. Several approaches are available, and understanding liquidity options can help keep long‑term goals in view. Let’s connect.

05/11/2026

Last week, U.S. equities continued to reach new highs, supported by a resilient labor market. Treasury yields declined modestly amid mixed data, reinforcing expectations of a patient Fed. Economic signals were mixed, with strong job growth offset by weaker consumer sentiment tied to inflation and geopolitical concerns. Read this week’s market perspective to learn more.

If you can’t work, will your business still be able to generate cash flow? Having a strategy for protecting income durin...
05/11/2026

If you can’t work, will your business still be able to generate cash flow? Having a strategy for protecting income during illness or injury is critical to keeping your business running and your finances on track.

Let’s explore ways to help protect you.

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New York, NY
10017

Telephone

+12125782006

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