Unclaimed Profile

Jay Paul Levin

INVESTMENT PLANNING ASSOCIATES INC·ROCKVILLE, Maryland

Series 7, Series 63, Series 65Clean record21 years registeredINVESTMENT PLANNING ASSOCIATES INC

11140 ROCKVILLE PIKE, ROCKVILLE, MD 20852CRD# 1323546Firm CRD# 110047

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jay Paul Levin · ROCKVILLE, MD

Registration

CRD #1323546 · INVESTMENT PLANNING ASSOCIATES INC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: INVESTMENT PLANNING ASSOCIATES INC

MAI CAPITAL MANAGEMENT, LLC

Dec 2021 – Mar 2026

Bethesda, MD

INVESTMENT PLANNING ASSOCIATES INC

Jan 2018 – Jan 2022

Rockville, MD

INVESTMENT PLANNING ASSOCIATES INC

Oct 2004 – Dec 2017

ROCKVILLE, MD

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · October 7, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INVESTMENT PLANNING ASSOCIATES INC

CRD 110047 · SEC 801-108454

AUM

$210M

Regulatory assets under management

Employees

600 client accounts

Services offered by INVESTMENT PLANNING ASSOCIATES INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INVESTMENT PLANNING ASSOCIATES INC →

Introduction

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Frequently Asked Questions

What services does Jay Paul Levin offer?

Jay Paul Levin specializes in Financial Planning, Investment Management, Fee-Only Advisory.

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, last registered with INVESTMENT PLANNING ASSOCIATES INC.

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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