CoverProfile

Jason Levine

Financial Advisor and Certified Financial Planner Practitioner

Lincoln Investment

United States, Massachusetts, Boston

About Me

You work hard to build a meaningful life. You want to protect what you have and provide a secure future for your family. But let’s face it: you’re busy, and your goals often come with financial complexities that can be difficult to navigate. You may wonder: Am I prepared? Have I done enough? As a financial advisor with Lincoln Investment, I use my extensive experience to help guide you through the challenging spots and prepare for the future – whether you’re growing a business, saving for a child’s education, or planning for retirement. As a CERTIFIED FINANCIAL PLANNER™ practitioner, I work closely with you to design a custom financial plan that is rooted in a deep understanding of you an

View more

Profile Information

Financial Advisor and Certified Financial Planner Practitioner

Lincoln Investment

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Boston

Massachusetts

United States

Jan 12, 2025

More profiles to browse

Profile Photo
Steve Mayhew
Senior Vice President Investment Management & Research
Profile Photo
Ryan Logue
Wealth Advisor
TB
Timothy Bandi
Financial Advisor
SH
Steven Horowitz
Financial Advisor

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial