Best Investors Account Sign in

Chad Levan

Edward Jones

Millersburg, PA

CRD 7687505

Claim This Profile
Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-04-04
  • PA RA
    APPROVED
    Since 2023-04-04

Branch Locations

1585 State Route 209, Millersburg, PA 17061 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 01/2023 Present
Your Part-Time Controller, Llc Philadelphia PA 05/2022 01/2023
Boyer & Ritter, Llc Camp Hill PA 07/2014 04/2022
  • 01/2023 → Present
    Edward Jones
    St Louis, MO
  • 05/2022 → 01/2023
    Your Part-Time Controller, Llc
    Philadelphia, PA
  • 07/2014 → 04/2022
    Boyer & Ritter, Llc
    Camp Hill, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-03
  • S66 Uniform Combined State Law Examination
    2023-04-03

View on SEC IAPD

Nearby Firms

AMERITAS ADVISORY SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

Austin Joseph Cook
JOSEPH SALVATORE PANTOZZI
MICHAEL BRIGHT BYERLY

Nearby Offices

EDWARD JONES · HALIFAX, PA
AMERITAS ADVISORY SERVICES, LLC · Halifaxx, PA
CETERA INVESTMENT ADVISERS LLC · NEWPORT, PA

More in Millersburg, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor