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Jeremy David Levinn

Farther

San Francisco, CA

Philadelphia, PA

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Current Employers
Farther

345 California Street Suite 600, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-06-10
  • PA RA
    APPROVED
    Since 2024-06-10

Branch Locations

345 California Street Suite 600, San Francisco, CA 94104 • United States

2400 Market Street Suite 200, Philadelphia, PA 19103 • 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
Financial Life Focus, Llc Philadelphia PA 10/2012 Present
Farther Finance Advisors Philadelphia PA 06/2024 Present
  • 10/2012 → Present
    Financial Life Focus, Llc
    Philadelphia, PA
  • 06/2024 → Present
    Farther Finance Advisors
    Philadelphia, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-09-05
  • S65 Uniform Investment Adviser Law Examination
    2007-09-05
Designations

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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