Jonathan L. Levy

INTEGRATED FINANCIAL PLANNING SERVICES

Kecskemet,

Some features on this profile are disabled

CRD#: 2674440

Professional summary

Jonathan Louis Levy is a registered financial professional currently at INTEGRATED FINANCIAL PLANNING SERVICES .

Jonathan is registered as a RR (Registered Representative) and started their career in finance in 1995. Jonathan has worked at 1 firm and has passed the SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jonathan Louis Levy'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®

None

Experience

Current

November 2, 1995 - Present

INTEGRATED FINANCIAL PLANNING SERVICES

RIA

CRD#: 17935

Kecskemet,

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".

INTEGRATED FINANCIAL PLANNING SERVICES

BARRY E. SWANSON, CFP | SWANSON, BARRY EARNEST | INTEGRATED FINANCIAL PLANNING SERVICES | IFPS

CRD#: 17935 / SEC#: 801-132001, 8-35120

RIA

Registered Investment Advisory firm - SEC (3/5/2025 Approved)

Broker-Dealer Firm Regulated by FINRA (Boston district office)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/14/1995

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

INTEGRATED FINANCIAL PLANNING SERVICES

BARRY E. SWANSON, CFP | SWANSON, BARRY EARNEST | INTEGRATED FINANCIAL PLANNING SERVICES | IFPS

CRD#: 17935 / SEC#: 801-132001, 8-35120

RIA

Registered Investment Advisory firm - SEC (3/5/2025 Approved)

Broker-Dealer Firm Regulated by FINRA (Boston district office)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Karlstrasse 20, Heidelberg 69117

Mailing Address

Karlstrasse 20, Heidelberg 69117 69117

Phone number

011496221-23597

Established

Nevada since 10/29/1999

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

SEC notice filing (1 States and Territories)

FINRA licenses (36 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

INTEGRATED FINANCIAL PLANNING SERVICES 20250404 (4/4/2025)

INTEGRATED FINANCIAL PLANNING SERVICES 20250121 (1/21/2025)

ADV PART 2A (2/5/2020)

Direct owners and executive officers

Name	Position	CRD#
THE ESTATE OF BARRY E. SWANSON	OWNER
CUOMO, KATHY POIST	FINANCIAL & OPERATIONS PRINCIPAL	4877600
HUNTINGTON-SELL, MARCIA OLIVIA	CHIEF COMPLIANCE OFFICER	5534414
KINKADE, GLENN ALAN	CHIEF EXECUTIVE OFFICER	2124318
KINKADE, LYNNE ELAINE	SECRETARY	5074259
KINKADE, LYNNE ELAINE	ESTATE EXECUTOR	5074259

Disclosures

Regulatory Event

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jonathan L. Levy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jonathan Louis Levy's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRATED FINANCIAL PLANNING SERVICES

Primary Firm SEC Registration

INTEGRATED FINANCIAL PLANNING SERVICES

State Registrations and Notice Filings

Exams

SIE

Date: 10/1/2018

Series 6

Date: 10/14/1995

FINRA

Current Firm

INTEGRATED FINANCIAL PLANNING SERVICES

Contact information

SEC notice filing (1 States and Territories)

FINRA licenses (36 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Disclosures

Red Flags

Company Information

INTEGRATED FINANCIAL PLANNING SERVICES

TRUST BUT VERIFY

Similar Advisors