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Jonathan Paul Levin

Wells Fargo Clearing Services, LLC

Lemoyne, PA

CRD 5491414

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Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-10-15
PA RA APPROVED 2010-06-08
  • TX RA
    APPROVED
    Since 2019-10-15
  • PA RA
    APPROVED
    Since 2010-06-08

Branch Locations

3 Lemoyne Dr, Lemoyne, PA 17043 • 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
K2 Mortgage State College PA 07/2003 Present
Wells Fargo Advisors Llc Hollidaysburg PA 06/2010 11/2016
Wells Fargo Clearing Services, Llc Hollidaysburg PA 11/2016 Present
  • 07/2003 → Present
    K2 Mortgage
    State College, PA
  • 06/2010 → 11/2016
    Wells Fargo Advisors Llc
    Hollidaysburg, PA
  • 11/2016 → Present
    Wells Fargo Clearing Services, Llc
    Hollidaysburg, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-05-22
  • S66 Uniform Combined State Law Examination
    2008-05-22
Designations
  • Certified Financial Planner
Other Names
  • Jonathan P Levin

View on SEC IAPD

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RBC CAPITAL MARKETS, LLC
OSAIC ADVISORY SERVICES, LLC
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Nearby Investors

JOHN MIKE POKLADOWSKI
TIMOTHY WAYNE ENGLE
Nicholas Wayne Hansen

Nearby Offices

RBC CAPITAL MARKETS, LLC · LEMOYNE, PA
OSAIC ADVISORY SERVICES, LLC · Lemoyne, PA
LPL FINANCIAL LLC · LEMOYNE, PA

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