Jonathan
Levine
W&S Brokerage Services, Inc
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About this Advisor
Jonathan Levine is a financial advisor based in Indianapolis, Indiana, working with W&S Brokerage Services, Inc. Jonathan has previously held positions at Farmers Insurance Group, Farmers Financial Solutions, Western & Southern Life, and W&S Brokerage Services, Inc. Jonathan has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Indiana. Currently, Jonathan is part of W&S Brokerage Services, Inc, which operates out of Indianapolis, Indiana. The firm has 57 offices and 85 employees. The firm manages assets totaling $122.9 million. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at W&S Brokerage Services, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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W&S Brokerage Services, Inc Brokerage Details
$122,864,622
85
451
$272,427
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jonathan Levine Work History
Western & Southern Life
W&S Brokerage Services, Inc
Farmers Financial Solutions
Farmers Insurance Group
Disclosures
Please visit the SEC profile of Jonathan Levine to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at W&S Brokerage Services, Inc
Jacksonville, FL
Cincinnati, OH
Owings Mills, MD
Loveland, OH
Cincinnati, OH
Orland Park, IL
Roanoke, TX
Greenville, SC
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