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Joseph Norman Levesque Iii

BASECAMP WEALTH ADVISORS
EAGLE, ID
·CRD# 5561495·15 years experience

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 Eagle, Idaho. 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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jay Levesque, Joseph Levesque Iii, Joseph Levesque Iii

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

15 years in the financial services industry

Current & Past Employments

BASECAMP WEALTH ADVISORS, LLC·CRD# 334018
RIA
339 West State Street Suite 201, Eagle, ID 83616
February 7, 2025 - Present
MERCER GLOBAL ADVISORS INC.·CRD# 147363
RIA
Ketchum, ID
June 3, 2024 - December 12, 2024
THE CLARIUS GROUP, LLC·CRD# 173347
RIA
Seattle, WA
July 18, 2021 - May 13, 2024
LNW·CRD# 113400
RIA
Seattle, WA
December 4, 2020 - August 30, 2021
FILAMENT, LLC·CRD# 138419
RIA
Seattle, WA
January 24, 2017 - December 14, 2020
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
New York, NY
October 25, 2011 - June 10, 2015

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Current Firm

BW
BASECAMP WEALTH ADVISORS, LLC

BASECAMP WEALTH ADVISORS, LLC

CRD#: 334018 / SEC#: 801-131913
RIA
Registered Investment Advisory firm - SEC (2/7/2025 Approved)

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

# of Employees

4

SEC notice filing (4 States and Territories)

Registered to provide investment advisory services in 4 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE (7/15/2026)

Regulatory Assets Under Management

Total Number of Accounts

271

AUM (Assets Under Management)

$1,076,551,129

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
07/21/2026Cover PageReport
11/24/2025Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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".
BW
BASECAMP WEALTH ADVISORS, LLC

BASECAMP WEALTH ADVISORS, LLC

CRD#: 334018 / SEC#: 801-131913
RIA
Registered Investment Advisory firm - SEC (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.
IAR
Idaho
(7/13/2026)
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 2011About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Jun 2015About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2011About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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