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Jonathan Brian Levinson

IPCC ADVISOR, LP·SANTA MONICA, California
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201 SANTA MONICA BLVD, SANTA MONICA, CA 90401-2214CRD# 2908814Firm CRD# 323562
01

About

Jonathan Brian Levinson is a registered financial advisor based in SANTA MONICA, California, affiliated with IPCC ADVISOR, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
IPCC ADVISOR, LP
IPCC ADVISOR, LP
AUM
$192M
Regulatory assets under management
Employees
46
Total firm employees
View all advisors at IPCC ADVISOR, LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2908814
Firm CRD# 323562
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Brian Levinson offer?
Jonathan Brian Levinson specializes in Retirement Planning. Contact their office in SANTA MONICA, California for a consultation.
What are Jonathan Brian Levinson's credentials?
Jonathan Brian Levinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Brian Levinson located?
Jonathan Brian Levinson is based in SANTA MONICA, California, working with IPCC ADVISOR, LP. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.
How does Jonathan Brian Levinson charge for services?
Jonathan Brian Levinson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IPCC ADVISOR, LP?
IPCC ADVISOR, LP has approximately 46 employees and manages $192M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at IPCC ADVISOR, LP

Michael Jeffrey Levitt
SANTA MONICA, CA
Bjorn Riordan Sperber
SANTA MONICA, CA
Elizabeth Alice Greenwood
SANTA MONICA, CA
John Younger Eanes
SANTA MONICA, CA
Jarvis Vincent Hollingsworth
SANTA MONICA, CA

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Research
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