Joseph
Levesque
The Clarius Group, LLC
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About this Advisor
Joseph Levesque is a chartered financial analyst operating out of Seattle, Washington who has 2 years of relevant experience. Levesque works at The Clarius Group, LLC. During their career, the advisor has held roles at J.P. Morgan Securities LLC, Filament LLC, Laird Norton Wealth Management and The Clarius Group, LLC. Levesque has a Series 63 license, which qualifies them as a securities broker, and can operate in Washington. The Clarius Group, LLC is a business that has its headquarters in Seattle, WA. It oversees $4 billion in assets across its 968 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 16 charities and foundations. Of its 968 customer accounts, 63% are held by high-net-worth clients who have at least $1 million in assets available to invest. The Clarius Group, LLC has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees typically vary depending on the type of financial services. However, fees charged by The Clarius Group, LLC can consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Clarius Group, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$3,721,039,806
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
35
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
968
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$3,844,049
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Joseph Levesque Work History
Joseph has been registered as a financial advisor for 2 years.*
The Clarius Group, LLC
Laird Norton Wealth Management
Filament LLC
Filament LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLC
*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 Levesque 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 The Clarius Group, LLC
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
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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