Jason W. Levine
CAPITAL ANALYSTS
Waltham, MA 02451
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CRD#: 2358183
Professional summary
Jason W Levine, AIF®, CFP® is a registered financial advisor currently at CAPITAL ANALYSTS located in Waltham, Massachusetts and LINCOLN INVESTMENT located in Waltham, Massachusetts.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Jason has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
MY BROTHER'S TABLE POSITION: Board Member NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 06/04/2019 ADDRESS: 98 Willow Street, Lynn MA 01901, United States DESCRIPTION: provide guidance to the executive director. MTH COMMUNITY ADVISORS LLC POSITION: Managing Member NATURE: Tax & Accounting Purposes INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 08/01/2023 ADDRESS: 1 Spring Street, Marblehead MA 01945, United States DESCRIPTION: Conduit for commissions earned from Lincoln Investment. No additional compensation or commissions from outside Lincoln Investment. Not used as a DBA
CRS (Client Relationship Summary) - RIA
Click below to view Jason W Levine's 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®
Start date: 2005
Experience
Current
March 18, 2014 - Present
CAPITAL ANALYSTS
Office #1: 303 Wyman Street Suite 275, Waltham, MA 02451RIA
CRD#: 162200
Waltham, MA
Current
June 11, 2002 - Present
LINCOLN INVESTMENT
Office #1: 303 Wyman Street Suite 300, Waltham, MA 02451Office #2: 7 Federal Street Suite 31, Danvers, MA 01923RIA
BD
CRD#: 519
Waltham, MA
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".
CA
CAPITAL ANALYSTS
CAI ACQUISITION, INC | THE LINCOLN INVESTMENT COMPANIES | CAPITAL ANALYSTS, LLC | CAPITAL ANALYSTS, INC | CAPITAL ANALYSTS
CRD#: 162200 / SEC#: 801-74614
RIA
Registered Investment Advisory firm - (4/17/2012 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Connecticut(1/29/2008)
RR
District of Columbia(7/7/2025)
RR
Hawaii(7/7/2025)
RR
Massachusetts(8/12/2002)
IAR
Massachusetts(3/18/2014)
RR
New Hampshire(11/5/2002)
RR
New Jersey(7/7/2025)
RR
Rhode Island(4/1/2003)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CAPITAL ANALYSTS
CAI ACQUISITION, INC | THE LINCOLN INVESTMENT COMPANIES | CAPITAL ANALYSTS, LLC | CAPITAL ANALYSTS, INC | CAPITAL ANALYSTS
CRD#: 162200 / SEC#: 801-74614
RIA
Registered Investment Advisory firm - (4/17/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232
Mailing Address
Phone number
(800) 242-1421
Established
Firm type
Fiscal year end
# of Employees
739
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 26,578 |
| AUM (Assets Under Management) | $ 8,713,202,466 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/28/2024 | ||
| 09/27/2023 | ||
| 03/29/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CAPITAL ANALYSTS
CRD#: 162200Waltham, MA 02451TRUST BUT VERIFY
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