Joseph N. Levesque

BASECAMP WEALTH ADVISORS

BELLEVUE, WA 98004

Some features on this profile are disabled

CRD#: 5561495

Professional summary

Joseph Norman Levesque III, who also goes by Jay Levesque, Joseph Levesque III, Joseph Levesque III, is a registered financial advisor currently at BASECAMP WEALTH ADVISORS, LLC located in Bellevue, Washington.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Joseph has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jay Levesque | Joseph Levesque Iii | Joseph Levesque Iii

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.

1) Seattle Alternative Investment Association; Investment Related; PO Box 2249, Seattle, WA 98111; Board Member; 01/01/2019; 3 Hours devoted to business per month, none during securities trading hours; Working to transition various items to the new board leadership.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Norman Levesque III'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

February 7, 2025 - Present

BASECAMP WEALTH ADVISORS, LLC

Office #1: 10900 Ne 8th Street #1620, Bellevue, WA 98004

RIA

CRD#: 334018

BELLEVUE, WA

Past

June 3, 2024 - December 12, 2024

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

Ketchum, ID

Past

July 18, 2021 - May 13, 2024

THE CLARIUS GROUP, LLC

RIA

CRD#: 173347

SEATTLE, WA

Past

December 4, 2020 - August 30, 2021

LNW

RIA

CRD#: 113400

SEATTLE, WA

Past

January 24, 2017 - December 14, 2020

FILAMENT, LLC

RIA

CRD#: 138419

SEATTLE, WA

Past

October 25, 2011 - June 10, 2015

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

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".

BASECAMP WEALTH ADVISORS, LLC

CRD#: 334018 / SEC#: 801-131913

RIA

Registered Investment Advisory firm - (2/7/2025 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

Washington
(2/7/2025)

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

Series 63

Date: 11/22/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/10/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/24/2011

General Securities Representative Examination

Current Firm

BASECAMP WEALTH ADVISORS, LLC

CRD#: 334018 / SEC#: 801-131913

RIA

Registered Investment Advisory firm - (2/7/2025 Approved)

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

10900 Ne 8th Street #1620, Bellevue, WA 98004

Mailing Address

P.o Box 40130, Bellevue, WA 98015

Phone number

(425) 553-0031

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (6/4/2025)

Regulatory assets under management

Total Number of Accounts	187
AUM (Assets Under Management)	$ 882,305,000

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.

Similar Advisors

Dale Miller

MORGAN STANLEY

IAR

Moscow, ID

Gregg Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Redmond, WA

Alyssa Jarman

OSAIC WEALTH, INC.

IAR

Bellevue, WA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Joseph N. Levesque

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Norman Levesque III's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERCER GLOBAL ADVISORS INC.

THE CLARIUS GROUP, LLC

LNW

FILAMENT, LLC

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

BASECAMP WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/22/2011

SIE

Date: 6/10/2015

Series 7

Date: 10/24/2011

Current Firm

BASECAMP WEALTH ADVISORS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BASECAMP WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors