John David Levin

Employer firm

Levin Funding Group LLC CRD 170087

$215M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 12/2013 → Present
  Levin Funding Group Llc
  Tucson, AZ
• 03/2014 → Present
  Levin Motorsports Management, Llc
  Tucson, AZ
• 03/2005 → Present
  Levin Financial & Insurance Services, Llc
  Tucson, AZ
• 04/2014 → Present
  Axa Advisors, Llc
  Tucson, AZ

Previous Registrations

• 2011-09-14 → 2016-07-12
  Trek Financial
  Tucson, AZ
• 2011-09-14 → 2014-03-20
  Equitable Advisors, Llc
  Tucson, AZ
  Scottsdale, AZ
  Tucson, AZ
  Scottsdale, AZ
• 2003-08-27 → 2011-08-18
  Mml Investors Services, Llc
  Scottsdale, AZ
  Tucson, AZ
  Tucson, AZ
• 2003-02-06 → 2003-08-25
  Principal Securities, Inc.
  Tucson, AZ

Other Businesses

(1) MANAGING MEMBER AND INSURANCE AGENT WITH LEVIN FINANCIAL & INSURANCE SERVICES, LLC (DBA LEVIN RISK MANAGEMENT) OFFERING INSURANCE PRODUCTS FROM A VARIETY OF INSURANCE COMPANIES; 40% OF TIME. (2)INDEPENDENT CONTRACTOR WITH INNOVATIVE GREEN TECHNOLOGIES; CONNECTING TRUCKING COMPANIES WITH FUELXX-MANUFACTURERS; 1% OF TIME. (3)FAMILY REAL ESTATE PARTNERSHIP SINCE 07/1990; 0% TIME. (4)PALO VERDE, LLC; FAMILY LAND PARTNERSHIP SINCE 06/2012; 0% TIME.(5)MANAGING MEMBER OF LEVIN MOTORSPORTS MANAGEMENT, LLC, SINCE 4/2014, AND PROVIDES BUSINESS CONSULTING SERVICES TO THOSE IN THE MOTORSPORTS INDUSTRY. (5) Board Member, New First Financial Resources, Insurance producer group since 01/2016

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-07-10
• S63 Uniform Securities Agent State Law Examination
  1990-05-04

Designations

• Chartered Financial Consultant