Jason Henninger has been Shareholder of MB, Levis & Associates,llc since September 2012, is not listed as a control person, but directly owns between 5% and 10% of the firm.
MB, Levis & Associates,llc is a Center Valley, PA firm with $412M under management, 170 clients and 3 advisers in one office, as of its March 2026 filing.
Jason Henninger’s longest registration is the current one, 14 years at MB, Levis & Associates,llc since 2012. Before joining MB, Levis & Associates,llc in 2012, Jason Henninger was registered through McQueen Ball & Associates Inc.
- MB, Levis & Associates,llcCurrent– present · 14 yearsCenter Valley, PA · Adviser representative · Firm CRD 164197
- McQueen Ball & Associates Inc– · 6 yearsBethlehem, PA · Adviser representative · Firm CRD 104663
Investment adviser representative registrations
Jason Henninger is registered as an investment adviser representative in Pennsylvania, since July 2012.
- PennsylvaniaSince 11 July 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 May 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 October 1996 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 11 October 1996 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jason Robert Henninger
- CRD
- 2802899
- Firm
- MB, Levis & Associates,llc · CRD 164197
- Role
- Shareholder
- Office
- 4647 SAUCON CREEK ROAD, SUITE 101, Center Valley, PA 18034
- Registration
- Investment adviser registration
- In the industry since
- May 2006
- Disciplinary history
- Not yet shown here · SEC record
Where does Jason Henninger work?
Jason Henninger has been Shareholder of MB, Levis & Associates,llc since September 2012.
Is Jason Henninger a financial advisor?
Yes. Jason Henninger has a current investment-adviser registration in Pennsylvania, through MB, Levis & Associates,llc since July 2012.
How many years of experience does Jason Henninger have?
Jason Henninger has 20 years in the financial industry, since May 2006, across 2 adviser firms.
What exams has Jason Henninger passed?
Jason Henninger has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in October 1996.
Where is Jason Henninger based?
Jason Henninger’s registered office is in Center Valley, PA.
Is Jason Henninger registered with FINRA?
No. Jason Henninger has no current broker registration.
How can I verify Jason Henninger’s record?
Search CRD 2802899 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Henninger’s full registration record.
- John LevisPresident
- Leslie ChildsChief Compliance Officer
- Donald SledzShareholder
- William LoftusShareholder