Joseph
Level
Nuveen Asset Management, LLC
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About this Advisor
Joseph Level is a financial advisor based in Chicago, Illinois who has 3 years of relevant experience. Level works at Nuveen Asset Management, LLC. The advisor has gained experience at Unc Chapel Hill, Cisco Systems Inc, Allianz Global Investors Distributors LLC, Voya Investment Management, Voya Investments Distributor, LLC, Voya Investment Management Co. LLC, Nuveen Securities, LLC and Nuveen Asset Management, LLC. Level maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to work in Illinois. Nuveen Asset Management, LLC is a registered investment firm that has its headquarters in Chicago, IL. The investment advisory business has offices in 14 locations and a total of 421 advisors. It oversees $249 billion in assets among its 70,634 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 114 charities and foundations. Of its 70,634 client accounts, 15% are associated with high-net-worth investors who have at least $1 million in assets. The firm has a broad set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fees usually vary depending on which services the firm provides the client. However, fees billed by Nuveen Asset Management, LLC can consist of some combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nuveen Asset Management, LLC Brokerage Details
$248,648,334,766
421
70,634
$3,520,236
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Joseph Level Work History
Joseph has been registered as a financial advisor for 3 years.*
Nuveen Securities, LLC
Nuveen Asset Management, LLC
Voya Investment Management
Voya Investments Distributor, LLC
Voya Investment Management Co. LLC
Allianz Global Investors Distributors LLC
Cisco Systems Inc
Unc Chapel Hill
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Level to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Nuveen Asset Management, LLC
Chicago, IL
Chicago, IL
Chicago, IL
Los Angeles, CA
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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