John Bruce Levis
Investment adviser representative at Mb, Levis & Associates,LLC
28 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$411.6MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- Mb, Levis & Associates, LLCJul 2012 to now
- Mcqueen Ball & Associates, IncAug 1998 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Mb, Levis & Associates,LLC
$411.6MAssets managed
170Clients
2Advisers
14 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
- 2326190
- Firm CRD
- 164197