Jonathan S. Levin
Financial advisor at Westbourne Investment Advisors, Inc. · Annapolis, MD
Last updated 2026-10-10
Claim your profileJonathan S. Levin is a financial advisor at Westbourne Investment Advisors, Inc. in Annapolis, MD, CRD 4602675. IAPD registration began 1997-11-03.
Registration
- CRD number
- 4602675
- Registration status
- Active
- IAPD registration
- 1997-11-03
- Industry Experience
- 28 years
- Work Experience
- 34 years
- States registered
- MD, PA
Licenses and exams
No state licenses or exam codes are listed on the registration.
Work history
- 2021-10 to Present · Westbourne Investment Advisors Inc. · Allentown, PA
- 1997-10 to 2021-10 · Levin Investment Advisors LLC · Allentown, PA
- 1992-09 to 2025-12 · Levin & Co., Cpa's · Allentown, PA
Current employment
- Westbourne Investment Advisors Inc. · Annapolis, MD
Westbourne Investment Advisors, Inc.
- Regulatory AUM
- $448,793,999
- Registered advisors
- 6
- Offices
- 1
- Clients per advisor
- 33.8 (Low)
- Average AUM per client
- $2.2M (Low)
- High-net-worth client ratio
- 33.5% (Moderate)
Westbourne Investment Advisors, Inc.: advisors, services and reported ETF investments
About
Jonathan S. Levin is a financial advisor at Westbourne Investment Advisors Inc. in Annapolis, MD. The latest record indicates 28 years of industry experience and 34 years of reported work history. Reported roles include Levin & Co., Cpa's, Levin Investment Advisors LLC.
Westbourne Investment Advisors, Inc.'s firm-level Form ADV reports 6 advisors across 1 offices; approximately 33.8 clients per advisor, average assets per client of $2,210,808, and regulatory AUM of $448.8M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations; services including Portfolio Management: Individuals and Small Businesses.
PortfolioFuture's firm-level 13F analysis covers $28.2M across 16 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Jonathan S. Levin personally.
Reported ETF positions
Westbourne Investment Advisors reports 16 ETF positions worth $28.2M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SCHG — Schwab U.S. Large-Cap Growth ETF | $8.1M |
| SCHV — Schwab U.S. Large-Cap Value ETF | $6.7M |
| QQQ — Invesco QQQ Trust, Series 1 | $2.8M |
| SPY — SPDR S&P 500 ETF TRUST | $2M |
| XLF — State Street Financial Select Sector SPDR ETF | $1.5M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Westbourne Investment Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $965.5K | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $965.5K | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | VEA — Vanguard FTSE Developed Markets ETF | $386.4K | Top 97.3% | Residual alpha +1.19% · Residual Sharpe 0.06 |
| Diversification Benefits | AMLP — Alerian MLP ETF | $269.6K | Top 91.7% | Replicability (R²) 69.5% · Residual Sharpe 0.01 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Westbourne Investment Advisors, Inc. on Form ADV.
Client services
- Individuals and Small Businesses
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Accountant or Accounting Firm
Location
410 Severn Avenue, Annapolis, MD 21403
6 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 301-656-9035
- Website: westbourneinvadvisors.com
Official record
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