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Jeremy David Levinn

FINANCIAL LIFE FOCUS, LLC·PHILADELPHIA, Pennsylvania
Series 65Clean record18 years registeredFINANCIAL LIFE FOCUS, LLC
2400 MARKET ST, PHILADELPHIA, PA 19103CRD# 5400425Firm CRD# 152904

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeremy David Levinn · PHILADELPHIA, PA
Registration
CRD #5400425 · FINANCIAL LIFE FOCUS, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

FARTHER
Jun 2024 – present
FINANCIAL LIFE FOCUS, LLC
Oct 2012 – Aug 2024
PHILADELPHIA, PA
ALTFEST PERSONAL WEALTH MANAGEMENT
Sep 2007 – Apr 2015
NEW YORK, NY
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 6, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FINANCIAL LIFE FOCUS, LLC
CRD 152904 · SEC 801-71195
AUM
$379M
Regulatory assets under management
Employees
8
606 client accounts
Services offered by FINANCIAL LIFE FOCUS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FINANCIAL LIFE FOCUS, LLC →
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05

Frequently Asked Questions

What services does Jeremy David Levinn offer?
Jeremy David Levinn specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.
What are Jeremy David Levinn's credentials?
Jeremy David Levinn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeremy David Levinn located?
Jeremy David Levinn is based in PHILADELPHIA, Pennsylvania, working with FINANCIAL LIFE FOCUS, LLC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.
How does Jeremy David Levinn charge for services?
Jeremy David Levinn's firm is compensated through percentage of aum, hourly charges, subscription fees, other: a percentage of gross income and net worth. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL LIFE FOCUS, LLC?
FINANCIAL LIFE FOCUS, LLC has approximately 8 employees and manages $379M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FINANCIAL LIFE FOCUS, LLC

Michael Frank Kay
LIVINGSTON, NJ
CFP
Joseph Chuo-Ju Kuo
PHILADELPHIA, PA

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