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Jason Robert Henninger

MB, LEVIS & ASSOCIATES,LLC·CENTER VALLEY, Pennsylvania
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4647 SAUCON CREEK ROAD, CENTER VALLEY, PA 18034CRD# 2802899Firm CRD# 164197
01

About

Jason Robert Henninger is a registered financial advisor based in CENTER VALLEY, Pennsylvania, affiliated with MB, LEVIS & ASSOCIATES,LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MB, LEVIS & ASSOCIATES,LLC
MB, LEVIS & ASSOCIATES,LLC
AUM
$350M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at MB, LEVIS & ASSOCIATES,LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2802899
Firm CRD# 164197
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jason Robert Henninger offer?
Jason Robert Henninger specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CENTER VALLEY, Pennsylvania for a consultation.
What are Jason Robert Henninger's credentials?
Jason Robert Henninger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Robert Henninger located?
Jason Robert Henninger is based in CENTER VALLEY, Pennsylvania, working with MB, LEVIS & ASSOCIATES,LLC. Their office serves clients in the CENTER VALLEY metropolitan area and surrounding communities.
How does Jason Robert Henninger charge for services?
Jason Robert Henninger's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MB, LEVIS & ASSOCIATES,LLC?
MB, LEVIS & ASSOCIATES,LLC has approximately 4 employees and manages $350M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CENTER VALLEY
Leslie Ann Childs — MB, LEVIS & ASSOCIATES,LLCHerman Lubomir Rij — QUADRANT PRIVATE WEALTH MANAGEMENT, LLCJason Brewer Cort — QUADRANT PRIVATE WEALTH MANAGEMENT, LLCKori Rij Lannon — QUADRANT PRIVATE WEALTH MANAGEMENT, LLCJohn Bruce Levis — MB, LEVIS & ASSOCIATES,LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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