Jonathan Levin, CFP

About Me
With more than 15 years at Wells Fargo Advisors and a career rooted in both curiosity and compassion, Jon Levin is a problem-solver at heart. He leads the Woven Wealth Management Group of Wells Fargo Advisors with a collaborative mindset, guiding high-net-worth clients through complex financial decisions with clarity, care and a deep respect for their personal relationship with money.

A Career Grounded in Experience and Purpose
Jon’s path into financial advising began with personal conviction. Raised in a low-income household, he developed a lifelong appreciation for the value and power of financial stability. While earning his degree in Economics from Penn State University, Jon worked full-time as a mortgage loan officer—gaining firsthand insight into both the technical and emotional sides of finance.

He formally began his career at Smith Barney in 2008, and two years later joined Wells Fargo Advisors at the recommendation of a former manager. Since then, Jon has built a thriving advisory practice and now serves as Senior Vice President – Investments.

He holds the CERTIFIED FINANCIAL PLANNER® certification and has been recognized as a member of the 2024-2025 Wells Fargo Platinum Council, an honor awarded to the top 10% of advisors nationwide.

A Thoughtful and Collaborative Leader
Jon leads a multidisciplinary team dedicated to delivering integrated advice across investment planning, lending strategies, estate coordination and more. He is often the team’s strategic quarterback—unraveling complex situations, identifying creative solutions and working closely with specialists and clients’ external advisors to execute on a unified plan.

He approaches every client relationship with curiosity and intentionality, continuously learning and adapting as their lives and needs evolve. Jon is particularly skilled in working with clients who have both assets and liabilities in motion, using the full toolset of investment planning to optimize outcomes.

He sees advising not as a static job, but as an evolving craft—one that allows for creativity, continuous learning and deep personal connection.

A Life of Balance and Community
Outside the office, Jon is an avid hiker, former baseball coach and passionate community advocate.

He’s served as board chair of a local performing arts venue and actively supports WildHeart, a nonprofit revitalizing underserved neighborhoods in Harrisburg. A believer in personal growth, Jon practices meditation and values staying grounded—so he can show up fully for both his clients and his team.

CA Insurance License Number: 4215182. Resident State PA.
 
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.