John Levis
MB, Levis & Associates · Center Valley, Pennsylvania
John Levis is a fee-only financial advisor at MB, Levis & Associates in Center Valley, Pennsylvania, who holds the CFP credential. MB, Levis & Associates reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | MB, Levis & Associates |
|---|---|
| Based in | Center Valley, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $411.6M across 575 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 2326190 |
| Exams passed | Series 63 (1994) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.mblevis.com |
How John's firm compares
- MB, Levis & Associates's average account is about $716,000, from its Form ADV (assets managed divided by 575 accounts).
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Questions about John
Is John Levis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and MB, Levis & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, MB, Levis & Associates, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is John Levis based?
John Levis is based in Center Valley, Pennsylvania.
What credentials does John Levis hold?
John Levis holds the CFP credential.
Is John Levis registered with the SEC?
Yes. John Levis is registered as an investment adviser representative in PA and TX (CRD 2326190), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MB, Levis & Associates manage?
MB, Levis & Associates reports $411.6M across 575 accounts in assets under management.
How do I contact John Levis?
Through John's website, www.mblevis.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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