Does Bitcoin Wealth Platform provide investment advice?

No. Bitcoin Wealth Platform is an independent directory that helps you find advisors who may be familiar with Bitcoin and digital assets. All advice is provided by the individual advisors or firms, not by BWP.

How should I evaluate an advisor listed here?

Always review an advisor's regulatory records, background, experience, and compensation model. Use official sources such as SEC IAPD and FINRA BrokerCheck, and ask direct questions about how they work and whom they serve.

Are all advisors on this site Bitcoin experts?

Advisors listed here have indicated some level of familiarity or interest in Bitcoin and digital assets, but their experience and services vary. It is important to confirm their specific experience and capabilities directly with them.

Is working with a Bitcoin aware advisor right for me?

That depends on your situation, goals, and risk tolerance. A conversation with an advisor can help you decide whether and how Bitcoin should be included in your planning, or whether other strategies might be more appropriate.

Home/Find Advisors/Florida/Jacob Levine

Jacob Levine

CBDA™

Jupiter, FL

Contact Jacob Levine

jlevine@meritfa.com 561-248-2643

About Jacob Levine

Jacob Levine is a dedicated Wealth Manager at Merit Financial Advisors, where he specializes in portfolio management and economic research. With a keen eye for market trends and alternative investment strategies, Jacob is committed to delivering tailored financial solutions that align with his clients' unique goals. His approach combines comprehensive planning with exceptional client service, ensuring that each individual feels valued and understood.

Throughout his career, Jacob has developed a solid foundation in wealth management, honing his skills in both investment strategy and client relationship management. His ability to navigate complex financial landscapes allows him to provide insightful guidance and support to clients, helping them make informed decisions about their financial futures.

Jacob's commitment to excellence is reflected in his continuous pursuit of professional development and education in the financial sector. Outside of his professional pursuits, he enjoys spending time with family and exploring the outdoors, which helps him maintain a balanced perspective on life and finance.

Areas of Focus

Advisors listed on Bitcoin Wealth Platform commonly work at the intersection of traditional financial planning and Bitcoin or other digital assets. Common areas include portfolio integration, tax coordination, risk assessment, wealth preservation, and Bitcoin custody education.

How a Bitcoin Aware Advisor Can Help

A Bitcoin aware financial advisor can help you think through how digital assets interact with the rest of your financial life. This includes conversations about volatility, tax treatment, retirement planning, and how Bitcoin fits alongside traditional investments.

Credentials & Licenses

CBDA™

Why You Can Trust Jacob

Verified credentials and professional qualifications

Professional Credentials

CBDA™

Licensed and certified to provide financial advisory services

Years of Experience

3+ Years Experience in financial advisory and wealth management

Fiduciary Duty

Acts as a fiduciary, legally obligated to put your interests first

Service Area

Serving clients in Jupiter, FL and surrounding areas

Firm Affiliation

Merit Financial Advisors

Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.

Verify Jacob's Credentials

Independently verify registration and licensing through official regulatory databases

SEC/FINRA CRD Number

7521070

Important: Always independently verify an advisor's credentials, registration status, and disciplinary history before engaging their services. The link above connects directly to the official SEC Investment Adviser Public Disclosure database.

Questions to Ask This Advisor

Important questions to discuss with Jacob Levine include: Consider questions about their Bitcoin philosophy, experience, services, fees, and how they coordinate with tax and legal professionals.

Related Advisor Directories

Explore other Bitcoin financial advisors and professionals in your area or with similar credentials:

Frequently Asked Questions About Bitcoin Wealth Platform

Bitcoin Wealth Platform is an independent directory, not an advisory firm. We help connect you with Bitcoin aware advisors but do not provide investment advice.

Planning Tools

If you'd like to explore future-value or retirement scenarios before speaking with an advisor, you can use our Bitcoin planning calculators.

Important Disclaimer: Jacob Levine is solely responsible for any advice they provide. Bitcoin Wealth Platform (BWP) is an independent directory and does not provide individualized investment, tax, or legal advice. Digital assets, including Bitcoin and other cryptocurrencies, involve risk of loss. Always confirm licensing and registrations (FINRA/SEC/state) before engaging any advisor. For more information, please review our full disclaimer.