James M. Levine

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2003 → 01/2025
  Lincoln Financial Advisors
  Orange Village, OH
• 01/2025 → Present
  Osaic Wealth, Inc.
  Orange Village, OH

Previous Registrations

• 2003-09-10 → 2025-01-24
  Osaic Fa, Inc.
  Cleveland, OH
  Orange Village, OH

Other Businesses

1) JAMES LEVINE 100 PARK AVE. STE. 425 ORANGE VILLAGE, OH 44122 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS SUCH AS FIXED AND INDEXED ANNUITIES, DISABILITY, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE. START DATE: 10/01/03 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 2) JIM LEVINE CLEVELAND, OH 44120 CATEGORY: SERVICE/INSTRUCTION INVESTMENT RELATED: NO TITLE: INSTRUCTOR DUTIES: CHILDREN'S CHESS INSTRUCTOR. START DATE: 9/2/22 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 2 3) TRUSTEE ON SPOUSES TRUST POSITION: reg rep NATURE: Trustee for spouse INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/20/2025 ADDRESS: 100 Park Ave, Orange OH 44122, United States DESCRIPTION: trustee for spouse

Exams

• S66 Uniform Combined State Law Examination
  2004-03-06

Other Names

• M Levine James