JL
Joshua S. Levine
KOVITZ INVESTMENT GROUP PARTNERS
Southfield, MI 48076
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CRD#: 5001914
JL
Professional summary
Joshua Saul Levine, CFP® is a registered financial advisor currently at KOVITZ INVESTMENT GROUP PARTNERS, LLC located in Southfield, Michigan.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Joshua has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 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.
The name of the other business: Weatherwood Partners LLC. Whether the business is investment-related: Yes. Address of the other business: 25230 E. Roycourt, Huntington Woods, MI 48070. Nature of the other business: Entity formed to invest in various other types of investment opportunities. Your position: Member of the LLC. Title or relationship with the other business: Member of the LLC. Start date of your relationship: February 19, 2020. Approximate number of hours/months you devote to the other business: 1 hour/month. Number of hours you devote to the other business during securities trading hours: 0 hours/month. Briefly describe your duties relating to the other business: I identity investment opportunities and initiate investment purchases/sales for the LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Saul 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: 2010
Experience
Current
January 4, 2025 - Present
KOVITZ INVESTMENT GROUP PARTNERS, LLC
Office #1: Two Towne Square Suite 800, Southfield, MI 48076RIA
CRD#: 282241
Southfield, MI
Past
March 27, 2024 - December 31, 2024
KOVITZ INVESTMENT GROUP PARTNERS, LLC
RIA
CRD#: 282241
Southfield, MI
Past
September 12, 2013 - March 21, 2024
TELEMUS CAPITAL, LLC
RIA
CRD#: 168794
SOUTHFIELD, MI
Past
March 28, 2013 - September 12, 2013
TELEMUS WEALTH ADVISORS, LLC
RIA
CRD#: 134114
SOUTHFIELD, MI
Past
August 24, 2010 - September 12, 2013
TELEMUS INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 131580
SOUTHFIELD, MI
Past
August 11, 2005 - December 7, 2012
TELEMUS INVESTMENT BROKERS, LLC
BD
CRD#: 133957
SOUTHFIELD, MI
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".
KOVITZ INVESTMENT GROUP PARTNERS, LLC
FIRST HOUSTON CAPITAL | WEATHERSTONE CAPITAL MANAGEMENT | TRANSFORM WEALTH | TMD WEALTH MANAGEMENT | TELEMUS CAPITAL | STRATEGIC WEALTH PARTNERS | RELATIVE VALUE PARTNERS | NORTHCOAST ASSET MANGEMENT | KOVITZ INVESTMENT GROUP PARTNERS, LLC | KOVITZ | IFAM CAPITAL | FORT PITT CAPITAL GROUP
CRD#: 282241 / SEC#: 801-107054
RIA
Registered Investment Advisory firm - (12/24/2015 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
Michigan(1/4/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
KOVITZ INVESTMENT GROUP PARTNERS, LLC
FIRST HOUSTON CAPITAL | WEATHERSTONE CAPITAL MANAGEMENT | TRANSFORM WEALTH | TMD WEALTH MANAGEMENT | TELEMUS CAPITAL | STRATEGIC WEALTH PARTNERS | RELATIVE VALUE PARTNERS | NORTHCOAST ASSET MANGEMENT | KOVITZ INVESTMENT GROUP PARTNERS, LLC | KOVITZ | IFAM CAPITAL | FORT PITT CAPITAL GROUP
CRD#: 282241 / SEC#: 801-107054
RIA
Registered Investment Advisory firm - (12/24/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10 S Wacker Drive Suite 2600, Chicago, IL 60606
Mailing Address
Phone number
(312) 334-7300
Established
Firm type
Fiscal year end
# of Employees
372
SEC notice filing (48 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 38,915 |
| AUM (Assets Under Management) | $ 31,731,798,984 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/23/2025 | ||
| 08/15/2024 | ||
| 07/19/2023 |
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.
