John Levin has been Managing Member of Levin Funding Group since December 2013, is a control person of the firm and directly owns under 5% of it.
Levin Funding Group LLC is a Tucson, AZ firm with $215M under management, 58 clients and 2 advisers in one office, as of its March 2026 filing.
John D Levin is Managing Member of Levin Funding Group, LLC, based in Tucson, AZ. He entered the financial industry in 1989, and his practice focuses on helping business owners, professionals and high net worth individuals. Levin is a member of the Southern Arizona Estate Planning Council and serves on the Tucson Medical Center Foundation board of directors.
John Levin’s longest registration is the current one, 12 years at Levin Funding Group since 2014. Before joining Levin Funding Group in 2014, John Levin was registered through BCJ Capital Management and Axa Advisors, LLC.
- Levin Funding Group LLCCurrent– present · 12 yearsTucson, AZ · Adviser representative · Firm CRD 170087
- BCJ Capital Management– · 4 yearsTucson, AZ · Adviser representative · Firm CRD 109376
- Axa Advisors, LLC– · 2 yearsScottsdale, AZ · Adviser representative · Firm CRD 6627
- MML Investors Services, LLC– · 7 yearsTucson, AZ · Adviser representative · Firm CRD 10409
- Princor Financial Services Corporation– · under a yearTucson, AZ · Adviser representative · Firm CRD 1137
- Princor Financial Services Corporation– · under a yearTucson, AZ · Adviser representative · Firm CRD 1137
Professional designations
Listed by Levin Funding Group
- ChFC
- CLU
Investment adviser representative registrations
John Levin is registered as an investment adviser representative in 2 states. The first approvals date from March 2014; the most recent is Texas, in April 2023.
- ArizonaSince 18 March 2014
- TexasSince 5 April 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 July 2003 |
| Series 7 | General Securities Representative Examination | 8 April 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 May 1990 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 4 May 1990 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- John David Levin
- CRD
- 2033204
- Firm
- Levin Funding Group · CRD 170087
- Role
- Managing Member
- Office
- 2200 EAST RIVER ROAD, SUITE 104, Tucson, AZ 85718
- Registration
- Investment adviser registration
- In the industry since
- March 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- levinfunding.com
Where does John Levin work?
John Levin has been Managing Member of Levin Funding Group LLC since December 2013, and is a control person of the firm.
Is John Levin a financial advisor?
Yes. John Levin has a current investment-adviser registration in Arizona and Texas, through Levin Funding Group since March 2014.
How many years of experience does John Levin have?
John Levin has 23 years in the financial industry, since March 2003, across 5 adviser firms.
What exams has John Levin passed?
John Levin has passed 4 licensing exams: the Series 63, Series 6, Series 7 and Series 65. The earliest, the Series 63, was passed in May 1990.
Where did John Levin work before Levin Funding Group?
Before Levin Funding Group, John Levin was registered through MML Investors Services, LLC, August 2003 to August 2011; Princor Financial Services Corporation, July 2003 to August 2003; Princor Financial Services Corporation, February 2003 to March 2003.
Where is John Levin based?
John Levin’s registered office is in Tucson, AZ.
Is John Levin registered with FINRA?
No. John Levin has no current broker registration.
How can I verify John Levin’s record?
Search CRD 2033204 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Levin’s full registration record.