Jonathan M. Levar

ROXBURY FINANCIAL

MOUNT ARLINGTON, NJ 07856

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CRD#: 5143977

Professional summary

Jonathan Michael Levar, CFP®, who also goes by Jonathan M Le Var, Jonathan Michael Le Var, is a registered financial advisor currently at ROXBURY FINANCIAL located in Mount Arlington, New Jersey.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jonathan has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jonathan M Le Var | Jonathan Michael Le Var

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.

INSURANCE AGENT, OFFERING INSURANCE TO PEOPLE AS APPLICABLE. DEVOTE LESS THAN 5 A MONTH, LESS THAN ONE HOUR DURING TRADING HOURS.SUCCASUNNA, NJ

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Michael Levar'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: 2021

Experience

Current

June 24, 2024 - Present

ROXBURY FINANCIAL

Office #1: 200 Valley Road Suite 205, Mount Arlington, NJ 07856

RIA

CRD#: 330547

MOUNT ARLINGTON, NJ

Past

February 21, 2018 - June 28, 2024

ADVISORY SERVICES NETWORK

RIA

CRD#: 146051

Mount Arlington, NJ

Past

August 24, 2009 - March 13, 2018

EDWARD JONES

RIA

CRD#: 250

SUCCASUNNA, NJ

Past

August 5, 2009 - March 13, 2018

EDWARD JONES

CRD#: 250

SUCCASUNNA, NJ

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

New Jersey
(6/24/2024)

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

IAR

Series 66

Date: 8/18/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 3/13/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/4/2009

General Securities Representative Examination

Current Firm

ROXBURY FINANCIAL

ROXBURY FINANCIAL | ROXBURY FINANCIAL LLC

CRD#: 330547 / SEC#: 801-130093

RIA

Registered Investment Advisory firm - (4/29/2024 120-Day Approval)

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Contact information

Main Address

200 Valley Road Suite 205, Mount Arlington, NJ 07856

Mailing Address

Phone number

(973) 928-7181

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ROXBURY FINANCIAL BROCHURE (2/5/2025)

Regulatory assets under management

Total Number of Accounts	542
AUM (Assets Under Management)	$ 141,541,000

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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Jonathan M. Levar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Michael Levar's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROXBURY FINANCIAL

ADVISORY SERVICES NETWORK

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 8/18/2009

SIE

Date: 3/13/2018

Series 7

Date: 8/4/2009

Current Firm

ROXBURY FINANCIAL

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ROXBURY FINANCIAL

TRUST BUT VERIFY

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