Jonathan Kyle Byus
Investment adviser representative at Level Four Advisory Services
11 yearsExperience
1 stateRegistered in
$6.5BFirm assets
20 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Level Four Advisory Services. LLCJun 2026 to now
- Level Four Financial, LLCJun 2026 to now
- Equitable Advisors, LLCFeb 2025 to now
- DoordashJan 2025 to now
- Bank of BotetourtApr 2023 to Dec 2024
- Coca-cola Bottling Company ConsolidatedOct 2020 to Mar 2023
- DoordashMar 2020 to Oct 2020
- Liberty UniversityAug 2017 to Mar 2020
- TargetDec 2016 to Aug 2017
- Kettle Run High SchoolJan 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (VA).
Level Four Advisory Services
Legal name: Level Four Advisory Services, LLC
$6.5BAssets managed
15,720Clients
136Advisers
20 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
- 8030806
- Firm CRD
- 134086