John David Levin
Investment adviser representative at Levin Funding Group LLC
21 yearsExperience
2 statesRegistered in
ChFC®Designation
$215.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- AXA Advisors, LLCApr 2014 to now
- Levin Motorsports Management, LLCMar 2014 to now
- Levin Funding Group LLCDec 2013 to now
- Levin Financial & Insurance Services, LLCMar 2005 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Levin Funding Group LLC
$215.4MAssets managed
58Clients
1Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2033204
- Firm CRD
- 170087