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Jonathan S. Levin

Westbourne Investment Advisors Inc.

Annapolis, MD

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Current Employers
Westbourne Investment Advisors Inc.

410 Severn Avenue Ste 409, Annapolis, MD 21403 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-05-21
PA RA APPROVED 2021-11-01
  • MD RA
    APPROVED
    Since 2026-05-21
  • PA RA
    APPROVED
    Since 2021-11-01

Branch Locations

410 Severn Avenue Ste 409, Annapolis, MD 21403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Levin & Co., Cpa'S Allentown PA 09/1992 12/2025
Levin Investment Advisors Llc Allentown PA 10/1997 10/2021
Westbourne Investment Advisors Inc. Allentown PA 10/2021 Present
  • 09/1992 → 12/2025
    Levin & Co., Cpa'S
    Allentown, PA
  • 10/1997 → 10/2021
    Levin Investment Advisors Llc
    Allentown, PA
  • 10/2021 → Present
    Westbourne Investment Advisors Inc.
    Allentown, PA
Previous Registrations
  • 1997-11-03 → 2021-12-31
    Levin Investment Advisors Llc
    Allentown, PA
Other Names
  • Jon Levin

View on SEC IAPD

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