John B. Levis

MB, LEVIS & ASSOCIATES,LLC

CENTER VALLEY, PA 18034

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CRD#: 2326190

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bruce Levis

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Bruce Levis JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

July 11, 2012 - Present

MB, LEVIS & ASSOCIATES,LLC

Office #1: 4647 Saucon Creek Road Suite 101, Center Valley, PA 18034

RIA

CRD#: 164197

CENTER VALLEY, PA

Past

June 9, 2006 - March 5, 2013

MCQUEEN, BALL & ASSOCIATES INC.

RIA

CRD#: 104663

BETHLEHEM, PA

Past

August 4, 1993 - July 5, 1996

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MB, LEVIS & ASSOCIATES,LLC

CRD#: 164197 / SEC#: 801-76841

RIA

Registered Investment Advisory firm - (6/27/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(7/11/2012)

IAR

Texas
(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

State Security Law Exam

Series 63

Date: 4/5/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 8/3/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MB, LEVIS & ASSOCIATES,LLC

CRD#: 164197 / SEC#: 801-76841

RIA

Registered Investment Advisory firm - (6/27/2012 Approved)

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Contact information

Main Address

4647 Saucon Creek Road Suite 101, Center Valley, PA 18034

Mailing Address

Phone number

(610) 419-9690

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MB LEVIS PART ADV PART 2A BROCHURE (2/12/2025)

Regulatory assets under management

Total Number of Accounts	573
AUM (Assets Under Management)	$ 374,821,801

Accountant 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
07/20/2022	Cover Page	Report

Red Flags

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.

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John B. Levis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Bruce Levis JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

MB, LEVIS & ASSOCIATES,LLC

MCQUEEN, BALL & ASSOCIATES INC.

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

MB, LEVIS & ASSOCIATES,LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/5/1994

Series 6

Date: 8/3/1993

Current Firm

MB, LEVIS & ASSOCIATES,LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MB, LEVIS & ASSOCIATES,LLC

TRUST BUT VERIFY

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