Jonathan Levin has been an investment adviser representative at Westbourne Investment Advisors since November 2021, and is not listed among the firm’s executive officers or direct owners. Jonathan Levin holds a Bachelor of Science in Accounting from Penn State University.
Westbourne Investment Advisors Inc. is an Annapolis, MD firm with $449M under management, 203 clients and 6 advisers in one office, as of its March 2026 filing.
Jon Levin is Investment Advisor of Westbourne Investment Advisors. He serves as a Certified Public Accountant at Levin & Company and as a Registered Investment Advisor with Westbourne. He joined his father at Allentown-based Levin & Company in 1986, where he provides accounting, tax and payroll services to individuals and privately held companies.
Jonathan Levin’s longest registration was 24 years at Levin Investment Advisors LLC (1997–2021). Before joining Westbourne Investment Advisors in 2021, Jonathan Levin was registered through Levin Investment Advisors LLC.
- – present · 4 yearsAnnapolis, MD · Adviser representative · Firm CRD 144571
- Levin Investment Advisors LLC– · 24 yearsAllentown, PA · Adviser representative · Firm CRD 123341
Professional designations
Listed by Westbourne Investment Advisors
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Jonathan Levin is registered as an investment adviser representative in 2 states. The first approvals date from November 2021; the most recent is Maryland, in May 2026.
- MarylandSince 21 May 2026
- PennsylvaniaSince 1 November 2021
Examinations
No examinations are on Jonathan Levin’s record.
- Full name
- Jonathan S. Levin
- CRD
- 4602675
- Firm
- Westbourne Investment Advisors · CRD 144571
- Office
- 410 SEVERN AVENUE, STE 409, Annapolis, MD 21403
- Registration
- Investment adviser registration
- In the industry since
- November 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wia1.com
Where does Jonathan Levin work?
Jonathan Levin is an investment adviser representative registered through Westbourne Investment Advisors Inc. since November 2021, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Levin a financial advisor?
Yes. Jonathan Levin has a current investment-adviser registration in Maryland and Pennsylvania, through Westbourne Investment Advisors since November 2021.
How many years of experience does Jonathan Levin have?
Jonathan Levin has 28 years in the financial industry, since November 1997, across 2 adviser firms.
Where is Jonathan Levin based?
Jonathan Levin’s registered office is in Annapolis, MD.
Is Jonathan Levin registered with FINRA?
No. Jonathan Levin has no current broker registration.
How can I verify Jonathan Levin’s record?
Search CRD 4602675 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Levin’s full registration record.