Jeffrey Stann Levine

Current Employers

Employment History

• 05/1981 → 12/2023
  Alkon & Levine Pc
  Newton, MA
• 12/2012 → 10/2016
  Lincoln Financial Advisors Corporation
  Concord, NE
• 10/2016 → Present
  Lpl Financial Llc
  Waltham, MA
• 10/2016 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA
• 01/2024 → Present
  Lga Llp
  Woburn, MA

Previous Registrations

• 2014-08-12 → 2016-11-10
  Osaic Fa, Inc.
  Newton, MA
  Glastonbury, CT
  Waltham, MA

Other Businesses

1. 10/14/16: Real Estate Rental- Co-Owner- Inv Rel - Brighton, MA - Start 10/6/2016 - 1 Hr/Mo; 0 Hr Dur Secs Trding 2. 10/14/16-Real Estate Rental-INV REL-Attleboro & Newtonville, MA-Start 10/6/16-1 hr a mth/ 0 hrs during trading 3. 10/14/16: Integrated Financial Partners - DBA for LPL Bus (entity for LPL bus) - Inv Rel - At Reported Bus Loc(s) - Time Spent 0% 4. 11/30/16 - Integrated Wealth Concepts- Inv Rel - At Rep Bus Loc(s) - Reg Inv Adv Hybrid - Time Spent 0% - IAR - I provide inv adv services through Integrated Wealth Concepts, an ind inv adv firm. I started this bus activity in October 2016. I expect to spend a nominal amount of my time on this activity. Please see the adv firm's Form ADV.. 5. 11/30/16 - Integrated Financial Partners- Inv Rel - At Reported Bus Loc(s) - Reg Inv Adv DBA - Time Spent 0% - IAR. 6. 04/16/19- AKDK, LLC- Inv rel- Wellesley, MA- Act in a Fid Cap - start 3/8/19 - 1 hr/mo/ dur trding 7. 8/10/22- Wilson 2006 Family Trust, client the CPA Practice-Act in a Fiduciary Capacity-Not INV REL- At Reported Bus Loc(s)-Start 9/1/22-1 hr a mth/ during trading 8. 8/10/22- John Wilson Rev Trust - Not Inv Rel- Concord MA- Act in a Fid Cap- Start 9/1/22- 1 Hr Per Mon/ Dur Trding 9. 8/10/22- John and Jane Wilson Irrev GST FBO Bryan - Not Inv Rel- Concord MA- Act in a Fid Cap ind trustee- Start 9/1/22- 1 Hr Per Mon/ Dur Trading 10. 8/10/22- Jane Wilson Rev Trust - Not Inv Rel- Concord MA- Act in a Fid Cap- ind trustee- Start 9/1/22- 1 Hrs Per Mon/ 1 Hrs Dur Sec Trding 11. 8/10/22- John and Jane Wilson Irrev GST FBO Beth- Not Inv Rel- Concord MA- Act in a Fid Cap- ind trustee- Start 9/1/22- 1 Hr Per Mon/ Dur Trding 12. 8/10/22- Wilson 2011 Fam Trust, client of the CPA Practice- Not Inv Rel- Concord MA- Act in a Fid Cap- ind trustee- Start 9/1/22- 1 Hr Per Mon/ Durg Trding 13. 12/20/22 - Dorothy Zinberg Trust - Not Inv Rel - Newton, MA - Act in a Fid Cap - Start 1/1/22 - 1 Hr Per Mon/0 Hrs Dur Trding 14. 12/20/22 - Albert Levin 1992 Irrev Trust - Not Inv Rel - Newton, MA - Act in a Fid Cap - Start 1/1/22 - 1 Hr Per Mon/0 Hrs Dur Trding 15.12/20/22 - Susan Patalano Trust - Not Inv Rel - Newton, MA - Act in a Fid Cap - Start 1/1/22 - 1 Hr Per Mon/0 Hrs Dur Trding 16.12/20/22 -Barbara Krause Irrev Life Ins Trust -Not Inv Rel - Newton, MA - Act in a Fid Cap - Start 1/1/22 - 1 Hr Per Mon/0 Hrs Dur Trding 17.12/20/22 -Arthur Karas 1982 Irrev Trust -Not Inv Rel - Newton, MA - Act in a Fid Cap - Start 1/1/22 - 1 Hr Per Mon/0 Hrs Dur Trding 18.12/20/22 -Barbara Krause Trust -Not Inv Rel - Newton, MA - Act in a Fid Cap - Start 1/1/22 - 1 Hr Per Mon/0 Hrs Dur trding 19.12/20/22-Arthur Karas 1982 Rev Trust - Newton, MA- Act in a Fid Cap - Start 1/1/22 - 1 Hr Per Mon/0 Hrs Dur trding 20. 9/13/24- LGA, LLC- CPA Affiliate Program- INV REL-Woburn, MA-Start 1/1/24-160 hrs a mth/ during trading 21. 3/18/26-Joel Habener 2010 Revocable Trust-Act in a Fid Cap-Not INV REL-At REP BUS LOCs-Start 12/28/25-1 hr a mth/ 0 hrs during trading

Exams

• S66 Uniform Combined State Law Examination
  2014-07-30

Other Names

• Jeff Levine
• Jeffrey Levine