Company Filing History:
2 out of 4 
1 out of 832,680 Years Active: 2011-2013
Title: The Innovations of Jeffrey B Levering
Introduction
Jeffrey B Levering is an accomplished inventor based in Harvard, MA (US). He holds a total of 3 patents that showcase his expertise in creating innovative solutions for the financial industry. His work focuses on improving the clarity and accessibility of securities-related information for investors.
Latest Patents
One of his latest patents is titled "Processing securities-related information." This invention provides techniques for enhancing the clarity of disclosure materials offered to investors. It enables securities issuers, intermediaries, and other entities to create and disseminate clear and concise summary-level information on individual securities. This allows investors to make informed investment decisions. The information may include a summary version of the full statutory prospectus, known as a 'summary prospectus.' This summary prospectus may feature a concise, 'plain English' synopsis of key information, such as a security's investment objectives, strategies, costs, risks, and other relevant details.
Another significant patent is the "Method for creating and delivering customized compliance information." This method and system are designed to create personalized investor information packages based on individual investor data. These packages are delivered to investors to meet compliance regulations while catering to their preferences. The information can be provided in either paper or electronic format.
Career Highlights
Throughout his career, Jeffrey has made substantial contributions to the field of financial technology. He has worked with notable companies, including Broadridge Content Solutions, Inc. His innovative approaches have significantly impacted how investors receive and understand critical information.
Collaborations
Jeffrey has collaborated with talented professionals in his field, including Alex Magary and Craig LeClair. Their combined expertise has further advanced the development of effective solutions for investor communication.
Conclusion
Jeffrey B Levering's contributions to the field of securities-related information processing demonstrate his commitment to enhancing investor understanding and compliance. His innovative patents reflect a deep understanding of the financial industry's needs and a dedication to improving investor experiences.
Inventor’s Patent Attorneys refers to legal professionals with specialized expertise in representing inventors throughout the patent process. These attorneys assist inventors in navigating the complexities of patent law, including filing patent applications, conducting patent searches, and protecting intellectual property rights. They play a crucial role in helping inventors secure patents for their innovative creations.