Jon Levin

Background

About Jon Levin

Senior financial advisor with a focus towards customized investment strategies and planning. I do this by analyzing a clients assets in consideration to their tax, estate, credit, cash-flow, and retirement strategies. I am proud to have distinguished myself by earning the CERTIFIED FINANCIAL PLANNER, or CFP® certification. The CFP® requires completion of approved educational programs, pass rigorous examinations, and meet stringent experience requirements in the fields of tax, estate, insurance, investment and retirement planning. Please contact me by e-mail jonathan.levin@wfadvisors.com or by Phone 717-975-8417. I cannot respond to messages through LinkedIn This information is intended for use by residents of AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MT, NC, ND, NE, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, and WV only. CA Insurance License Number: 4215182. Resident State Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social