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Jonathan S. Levin

Westbourne Investment Advisors Inc.

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About Jonathan S. Levin

Jonathan Levin is an investment advisor representative with Westbourne Investment Advisors Inc. Jonathan has been in the industry since 1992. Jonathan is registered in Pennsylvania. Jonathan works from the firm's Allentown, PA branch office. The firm has 5 investment adviser representatives in the United States.

Firm Information

Jonathan Levin is currently registered with Westbourne Investment Advisors Inc.. Westbourne Investment Advisors Inc. is an investment advisor registered with the SEC. They have 5 investment adviser representatives and manage $359,090,832 in assets. The firm offers portfolio management services for individuals, with a focus on high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They are located in Annapolis, MD.
Westbourne Investment Advisors Inc.

410 SEVERN AVENUE

ANNAPOLIS, MD 21403

$359.09M

Assets Under Management

2

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan Levin’s Registration & Firm History

PA

11/01/2021 - Present

Westbourne Investment Advisors Inc. (Allentown PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan S. Levin.
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