John Levis has been President of MB, Levis & Associates,llc since July 2012, is a control person of the firm and directly owns between 50% and 75% of it.
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.
John Levis’ longest registration is the current one, 14 years at MB, Levis & Associates,llc since 2012. Before joining MB, Levis & Associates,llc in 2012, John Levis 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
John Levis is registered as an investment adviser representative in 2 states. Each was approved in July 2012.
- PennsylvaniaSince 11 July 2012
- TexasSince 11 July 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 5 April 1994 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 3 August 1993 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- John Bruce Levis
- CRD
- 2326190
- Firm
- MB, Levis & Associates,llc · CRD 164197
- Role
- President
- Office
- 4647 SAUCON CREEK ROAD, SUITE 101, Center Valley, PA 18034
- Registration
- Investment adviser registration
- In the industry since
- June 2006
- Disciplinary history
- Not yet shown here · SEC record
Where does John Levis work?
John Levis has been President of MB, Levis & Associates,llc since July 2012, and is a control person of the firm.
Is John Levis a financial advisor?
Yes. John Levis has a current investment-adviser registration in Pennsylvania and Texas, through MB, Levis & Associates,llc since July 2012.
How many years of experience does John Levis have?
John Levis has 20 years in the financial industry, since June 2006, across 2 adviser firms.
What exams has John Levis passed?
John Levis has passed 2 licensing exams: the Series 6 and Series 63. The earliest, the Series 6, was passed in August 1993.
Where is John Levis based?
John Levis’ registered office is in Center Valley, PA.
Is John Levis registered with FINRA?
No. John Levis has no current broker registration.
How can I verify John Levis’ record?
Search CRD 2326190 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Levis’ full registration record.
- Leslie ChildsChief Compliance Officer
- Donald SledzShareholder
- Jason HenningerShareholder
- William LoftusShareholder