JL
ChFC
JL
ChFC
Jeremy Levin
12 Years of Experience
Radnor, PA
1 Disclosure
Jeremy Levin is a ChFC-designated registered investment advisor at Haverford Financial Services, INC., based in Radnor, PA, with 12 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 18 clients with $370M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
19 advisors
Number of Clients
18 clients
Average Client Portfolio
$20.4M average
Assets Under Management
$366.4M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.35% |
Fees are negotiable at the firm's discretion. Wrap account fees generally range from 0.20% to 0.55%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
Three Radnor Corporate Center, Suite 450, Radnor, PA, 19087-4580
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 2012Employment History
Current Registrations
Haverford Financial Services, INC.
January 2026 - Present · 9 mos
Previous Registrations
Haverford Trust Securities, INC.Broker
July 2014 - June 2025 · 10 yrs 11 mos
Citigroup Global Markets INC.Broker
April 2012 - January 2013 · 9 mos
Wells Fargo Advisors, LLCBroker
December 2011 - March 2012 · 3 mos
State Registrations1 state
PA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
More Advisors
- Christine Walker, CFPHaverford Financial Services, INC.
- David Moniz, CFA, CFPHaverford Financial Services, INC.
- Daniel Geraghty, CFPHaverford Financial Services, INC.
- Martina Pfeuffer, CFPHaverford Financial Services, INC.
- John D'anna, CFPHaverford Financial Services, INC.
- Jason Salmon, CFPHaverford Financial Services, INC.