James Levin

Current Employers

Employment History

• 11/2016 → 08/2025
  Edward Jones
  St Louis, MO
• 05/2006 → 10/2016
  Enterprise Holdings
  Ft Myers, FL
• 08/2025 → Present
  Osaic Wealth Inc
  Sarasota, FL

Previous Registrations

• 2017-01-11 → 2025-08-18
  Edward Jones
  Sarasota, FL
  St Louis, MO
  Sarasota, FL
  Venice, FL

Other Businesses

1. CONNECTION CORNER POSITION: vice president NATURE: networking group, it is an LLC INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2017 ADDRESS: 3717 Bahia Vista St, Sarasota FL 34232, United States DESCRIPTION: to assist in running the bi-monthly meetings 2. JAMES LEVIN POSITION: financial advisor NATURE: insurance agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/17/2017 ADDRESS: 5558 Eastwind Dr, Sarasota FL 34929, United States DESCRIPTION: offer life insurance to clients 3. LEVIN PRIVATE WEALTH LLC POSITION: owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 180 START DATE: 10/01/2025 ADDRESS: 5558 Eastwind Dr, Sarasota FL 34233, United States DESCRIPTION: his is an LLC I am setting up for branding purposes for my business, and tax purposes, duties are the same as my regular daily operations. 4.SCALE AI POSITION: consultant NATURE: I was contacted to be a consultant, and I am interested in doing it, here is the message:I'mAdel Kharbouch, a senior project lead atScale AI (Outlier). I'm reaching out because your CFP certification, AAMS and CRPC designations, and 8+ years of hands-on client advisory experience spanning retirement planning, education savings, and insurance at Edward Jones and now Osaic make you an excellent fit for ourAI Consultant, Personal Financial Planningrole.We are seeking a select group of seasoned practitioners to serve as AI Consultants. Your primary role will be to design and solve complex, real-world client scenarios and critique AI-generated deliverables for accuracy and sound reasoning--ensuring every output meets the standards you would hold your own client work to. As a CFP with deep expertise in retirement and wealth planning, your expert judgment is the critical component necessary to train AI in high-level personal wealth management. This is a genuine opportunity to exercise financial leadership, apply the real-world client judgment you've refined across your career, and directly shape the future of AI reasoning in expert wealth management.The position is paid hourly (up to $90 USD/hr based on qualifications and location) and is fully remote in the US with complete flexibility--work whenever you want, as much or as little as you'd like. Outlier pays contributors every Tuesday through PayPal, Airtm, or bank transfer--a system that has already paid out over $100M to contributors worldwide.If you're open to learning more, you can see the full project scope andsign up on our page. It also includes an FAQ section covering our onboarding process and data security. Should you have any questions, I'd be happy to answer them. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/17/2026 ADDRESS: 303 2nd St, South Tower, 5th Floor, San Francisco CA 94107, United States DESCRIPTION: have not started yet, looking to get approval

Exams

• S66 Uniform Combined State Law Examination
  2017-01-09

Designations

Other Names

• James Levin
• James Louis Levin