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JL

Jonathan S. Levin

WESTBOURNE INVESTMENT ADVISORS
Allentown, PA 18106
Some features on this profile are disabled
CRD#: 4602675
JL

Professional summary

Jonathan S. Levin, who also goes by Jon Levin, is a registered financial advisor currently at WESTBOURNE INVESTMENT ADVISORS INC. located in Allentown, Pennsylvania.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jonathan has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jon Levin

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 Jonathan S. Levin'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 1, 2021 - Present

WESTBOURNE INVESTMENT ADVISORS INC.

Office #1: 6614 Ruppsville Rd, Allentown, PA 18106
RIA
CRD#: 144571
Allentown, PA
Past

November 3, 1997 - December 31, 2021

LEVIN INVESTMENT ADVISORS LLC

RIA
CRD#: 123341
ALLENTOWN, 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".
WI
WESTBOURNE INVESTMENT ADVISORS INC.
WESTBOURNE INVESTMENT ADVISORS INC.

CRD#: 144571 / SEC#: 801-68167

RIA
Registered Investment Advisory firm - (7/19/2007 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
(11/1/2021)

Exams

Current Firm

WI
WESTBOURNE INVESTMENT ADVISORS INC.
WESTBOURNE INVESTMENT ADVISORS INC.

CRD#: 144571 / SEC#: 801-68167

RIA
Registered Investment Advisory firm - (7/19/2007 Approved)
PREMIUM
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Contact information

Main Address
410 Severn Avenue Ste 409, Annapolis, MD 21403
Mailing Address
Phone number
(301) 656-9035
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WESTBOURNE INVESTMENT ADVISORS, INC. PART 2A OF FORM ADV (3/3/2026)

Regulatory assets under management

Total Number of Accounts448
AUM (Assets Under Management)$ 448,793,999

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.

Company Information

WESTBOURNE INVESTMENT ADVISORS INC.

CRD#: 144571Allentown, PA 18106

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