Jason Robert Henninger
Investment adviser representative at Mb, Levis & Associates,LLC
26 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$411.6MFirm assets
Are you Jason Robert Henninger? Claim your profile
Contact this firm
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
26 years in the industry.
- Mb, Levis & Associates, LLCJul 2012 to now
- Mcqueen, Ball & AssociatesJul 2000 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 2802899
- Firm CRD
- 164197