Jonathan William Levine

Current Employers

Employment History

• 04/1997 → Present
  Ubs Financial Services Inc.
  New York, NY

Previous Registrations

• 2005-10-24 → 2007-02-09
  Keybanc Capital Markets Inc.
  Portland, OR
  Portland, OR

Other Businesses

1) Literary Arts / United States / 925 SW Washington St / Portland / Oregon / United States / 97205 / https://literary-arts.org/ / No / Charity / / Cultural Establishment / / promote reading and writing / Active / Member of a committee with management / supervisor functions / / member of the finance committee / 20 / No / No / No / No / Start Date 10/17/2024 / / Yes / / No / / No / No No / Portland USA / No / / No / / volunteerism / No No / No # # 2)Kleiman Conculting LLC / 3 Shinnecock Ct Commack,NY 11725 / Company/ Retailers (Apparel, Food, General) / Business/organizational development / Sole proprietorship / / consultin clients / Start Date 8/1/16 / 3) Jon & Sheila Levine JTWROS/ investment related?: yes/ 2535 NE 26th Ave, Portland, OR, 97212/ Real Estate/ Proprietor / owner/ approve rent, make repairs, collect rent, pay mortgage/ start date: 7/29/2021/ 4) Oregon Wine Brotherhood / PO Box 717Lake OswegoOregon97034 / Retailers (Apparel, Food, General) / Treasurer - pay bills and review finances / Wine education and enjoyment / 1/1/2022 5) Jon & Sheila JTWROS, Rental Real Estate, Proprietor / owner, Rent to people, start date-11/1/2018, Buffalo NYUnited States-14216. 6)Arlington Club,PortlandOregonUnited States,Social ClubCultural Establishment,Private social club. Affinity group participation, lectures, food and enteratainment,Member of Board of directors,Board representative to standing committees, membership review, member development, Start date -12/13/2025

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-07-18
• S63 Uniform Securities Agent State Law Examination
  1992-11-05

Designations

Other Names

• Jon Levine