Mb, Levis & Associates,llc

Mb, Levis & Associates,llc (CRD# 164197) is a financial advisory firm headquartered in Bethlehem, PA. They manage $184,594,494 in 446 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    185
    MILLION
  • Total Number of Accounts
    446
    ACCOUNTS
  • Average Account Value
    $413,889
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, PA, TX

Financial Advisors at Mb, Levis & Associates,llc
Showing 1 - 2 of 2 top financial advisors.
1
Jason R. Henninger
CRD#: 2802899
561 Main Street, Suite 205, Bethlehem, PA 18018
96
Wealthminder
score

Jason Henninger (CRD# 2802899) is an Investment Advisor Representative working at Mb, Levis & Associates,llc in Bethlehem, PA and has over 21 years of experience in the finance industry. Jason Henninger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John B. Levis
CRD#: 2326190
561 Main Street, Suite 205, Bethlehem, PA 18018
96
Wealthminder
score

John Levis (CRD# 2326190) is an Investment Advisor Representative working at Mb, Levis & Associates,llc in Bethlehem, PA and has over 24 years of experience in the finance industry. John Levis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.