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Jay Paul Levin

INVESTMENT PLANNING ASSOCIATES INC·ROCKVILLE, Maryland
Unclaimed Profile
11140 ROCKVILLE PIKE, ROCKVILLE, MD 20852CRD# 1323546Firm CRD# 110047
01

About

Jay Paul Levin is a registered financial advisor based in ROCKVILLE, Maryland, affiliated with INVESTMENT PLANNING ASSOCIATES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
INVESTMENT PLANNING ASSOCIATES INC
INVESTMENT PLANNING ASSOCIATES INC
AUM
$210M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at INVESTMENT PLANNING ASSOCIATES INC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1323546
Firm CRD# 110047
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jay Paul Levin offer?
Jay Paul Levin specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in ROCKVILLE, Maryland for a consultation.
What are Jay Paul Levin's credentials?
Jay Paul Levin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jay Paul Levin located?
Jay Paul Levin is based in ROCKVILLE, Maryland, working with INVESTMENT PLANNING ASSOCIATES INC. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.
How does Jay Paul Levin charge for services?
Jay Paul Levin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVESTMENT PLANNING ASSOCIATES INC?
INVESTMENT PLANNING ASSOCIATES INC has approximately 2 employees and manages $210M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)HUNT VALLEY (94)TOWSON (88)ANNAPOLIS (74)GAITHERSBURG (65)COLUMBIA (54)OWINGS MILLS (46)FULTON (24)
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Research
Advisor Fees in MarylandNational Fee Analysis
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