Broker Check
Jason W. Levine MBA, CFP®, AIF®

Jason W. Levine MBA, CFP®, AIF®

Financial Advisor

Jason W. Levine is a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ practitioner with Lincoln Investment. With more than 25 years of experience in the financial services industry, Jason focuses on financial planning and comprehensive wealth management for families, teachers, executives, and small business owners.

After earning a bachelor’s degree from the University of Hartford in Accounting, Jason began his career as an accountant at Wasserstein Perella, a boutique investment bank in New York City. He received his MBA degree from Northeastern University, and worked in the private equity field before joining Lincoln Investment in 2002 to focus on wealth management. Jason was recognized as a Five Star Wealth Manager for 2018, 2019 and 2020*.

As a CFP® practitioner, Jason designs custom financial plans that are rooted in a deep understanding of his clients and tailored to suit their unique needs and aspirations. He integrates all aspects of the financial planning process – including retirement and estate planning, investment management, and insurance needs.

Having grown up in a family of educators and with a father who owned a small business, Jason has an intimate understanding of the financial challenges facing families, business owners, and professionals. Coupled with his depth of experience in the industry, Jason is able to implement strategies that help his clients reach the future they seek – whether they face issues with asset allocation, pensions, tax mitigation, or the transfer of wealth to the next generation.

Outside of the office, Jason and his wife live in Swampscott, MA where they are raising two kids and enjoy spending time in the community. Jason can be found at the ball field on Friday nights, cheering on his son’s baseball team.

 

*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or an investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 3,619 Boston area wealth managers were considered for the award; 566 (16 percent of candidates) were named 2019 Five Star Wealth Managers. 2018: 2,819 considered, 532 winners; 2017: 2,467 considered, 623 winners; 2016: 2,530 considered, 632 winners; 2015: 3,542 considered, 801 winners; 2014: 1,707 considered, 655 winners; 2013: 2,362 considered, 713 winners; 2012: 2,591 considered, 454 winners.
www.fivestarprofessional.com/wm_research_stats.