John Philip Day

Employer firm

Level Four Advisory Services CRD 134086

$6.54B regulatory AUM 98 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

• 04/2025 → Present
  Level Four Financial
  Dallas, TX
• 01/2018 → 08/2025
  Bain & Company
  Boston, MA
• 09/2017 → 01/2018
  Assetvault
  London
• 05/2017 → 09/2017
  Extended Travel
  London
• 06/2015 → 05/2017
  University Of Virginia
  Charlottesville, VA
• 06/2025 → Present
  Level Four Advisory Services, Llc
  Dallas, TX

Other Businesses

Valcrest Capital, dba for services provided through Level Four Financial, LLC and Level Four Advisory Services, LLC. Started August 2025, devoting approximately 12 hours per month to this business. Provides investment and financial advice to retail investors, investment related.

Exams

• S66 Uniform Combined State Law Examination
  2025-06-26