Mb, Levis & Associates,llc

Mb, Levis & Associates,llc (CRD# 164197) is a financial advisory firm headquartered in Center Valley, PA. They manage $307,933,325 in 566 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    308
    MILLION
  • Total Number of Accounts
    566
    ACCOUNTS
  • Average Account Value
    $544,052
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, NH, NJ, NY, PA, TX

Financial Advisors at Mb, Levis & Associates,llc
Showing 1 - 2 of 2 top financial advisors.
1
Jason R. Henninger
CRD#: 2802899
4647 Saucon Creek Road, Suite 101, Center Valley, PA 18034

Jason Henninger (CRD# 2802899) is an Investment Advisor Representative working at Mb, Levis & Associates,llc in Center Valley, PA and has over 27 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
4647 Saucon Creek Road, Suite 101, Center Valley, PA 18034

John Levis (CRD# 2326190) is an Investment Advisor Representative working at Mb, Levis & Associates,llc in Center Valley, PA and has over 29 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.

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