Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Opera house

Jonathan Levine, CFP, CIMA

Senior Vice President–Wealth Management

Jon focuses on wealth management planning for individuals and their families, business owners and institutions. He views each relationship as a one-on-one partnership based on open, continual communication. Jon tailors a wealth management plan by collaborating within the firm and/or clients’ existing advisors. Jon has been in the financial services business for almost 20 years. Outside the office, Jon is the former Chair for Donate Life Northwest. He resides in Portland with his wife, Sheila, and their two daughters, Charlotte and Erin.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • MA
  • MD
  • MI
  • MO
  • MT
  • NC
  • NM
  • NY
  • OH
  • OK
  • OR
  • TN
  • TX
  • UT
  • WA

  • Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit


  • B.S., University of Vermont


  • Institutional Consultant, UBS Institutional Consulting Program
  • Senior Portfolio Manager
805 South West Broadway
Suite 2600
Portland, OR 97205
  • (503) 226-1876

Email Me

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Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at

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As of 06/30/2022

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