Jeremy Alexander Levin

Current Employers

Haverford Financial Services, Inc.

Three Radnor Corporate Center Suite 450, Radnor, PA 19087-4580 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2026-01-05

PA RA
APPROVED

Since 2026-01-05

Branch Locations

Three Radnor Corporate Center Suite 450, Radnor, PA 19087-4580 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
The Haverford Trust Company	Radnor	PA	06/2014	Present
Haverford Trust Securities	Radnor	PA	06/2014	06/2025
Haverford Financial Services, Inc.	Radnor	PA	01/2025	Present

06/2014 → Present

The Haverford Trust Company

Radnor, PA
06/2014 → 06/2025

Haverford Trust Securities

Radnor, PA
01/2025 → Present

Haverford Financial Services, Inc.

Radnor, PA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2011-12-15

S63 Uniform Securities Agent State Law Examination

2011-12-15

Designations

Other Names

Jeremy A Levin

View on SEC IAPD

Current Employers

Haverford Financial Services, Inc.

Disclosures

Employment History

Exams

Designations

Other Names

Other Firms

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