John Bruce Levis Jr
CFP®Professional Summary
John Bruce Levis JR, CFP®, who also goes by Bruce Levis, is a registered financial advisor currently at MB, LEVIS & ASSOCIATES,LLC located in Center Valley, Pennsylvania. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. John has worked at 3 firms and has passed the Series 63 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bruce Levis
Similar Advisors
O'HAGAN GROUP, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
O'HAGAN GROUP, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
O'HAGAN GROUP, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
O'HAGAN GROUP, INC.
Credentials
Years of Experience
33 years in the financial services industry
Current & Past Employments
Similar Advisors
O'HAGAN GROUP, INC.
Current Firm
MB, LEVIS & ASSOCIATES,LLC
Contact Information
Main Address
4647 Saucon Creek Road Suite 101, Center Valley, PA 18034Phone Number
(610) 419-9690# of Employees
4SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
575AUM (Assets Under Management)
$411,582,981Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/16/2025 | Cover Page | Report |
| 01/08/2025 | Cover Page | Report |
| 11/08/2023 | Cover Page | Report |
Similar Advisors
O'HAGAN GROUP, INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
Similar Advisors
O'HAGAN GROUP, INC.
Primary Firm SEC Registration
MB, LEVIS & ASSOCIATES,LLC
State Registrations and Notice Filings
(7/11/2012)
(7/11/2012)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 1993About the Series 6 examSimilar Advisors
O'HAGAN GROUP, INC.
CRS (Client Relationship Summary) - RIA
Click below to view John Bruce Levis JR's CRS (Customer Relationship Summary).
Similar Advisors
O'HAGAN GROUP, INC.
