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RIA / WealthAdvisorChartered Financial Analyst14 years in industry

JOSEPH NORMAN LEVESQUE

Advisor at BASECAMP WEALTH ADVISORS, LLC

EAGLE, ID | BELLEVUE, WA

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Search this name across graphsid dfx:ria:f3180de6-65a9-cdc6-e164-ddc5c418a7b9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jan 24, 2017 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BASECAMP WEALTH ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 22, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Analyst
Exams: S63
First exam: Nov 22, 2011
First registration: Jan 24, 2017
Dual registered: no
Other names: JOSEPH LEVESQUE III|JAY LEVESQUE|JOSEPH LEVESQUE
IAPD individual key: 5561495

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BASECAMP WEALTH ADVISORS, LLC	Independent wealth	Feb 7, 2025	n/a	yes	EAGLE, ID\|BELLEVUE, WA	Current employment
MERCER GLOBAL ADVISORS INC.	Independent wealth	Jun 3, 2024	Dec 12, 2024	no	Ketchum, ID\|DENVER, CO	Previous registration
THE CLARIUS GROUP, LLC	Former SEC adviser	Jul 18, 2021	May 13, 2024	no	SEATTLE, WA	Previous registration
Lnw	Former SEC adviser	Dec 4, 2020	Aug 30, 2021	no	SEATTLE, WA	Previous registration
FILAMENT, LLC	Former SEC adviser	Jan 24, 2017	Dec 14, 2020	no	SEATTLE, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERCER GLOBAL ADVISORS INC.	BASECAMP WEALTH ADVISORS, LLC	Dec 12, 2024	Feb 7, 2025	57	Firm change	RIA to new firm
THE CLARIUS GROUP, LLC	MERCER GLOBAL ADVISORS INC.	May 13, 2024	Jun 3, 2024	21	Firm change	RIA to RIA
Lnw	THE CLARIUS GROUP, LLC	Aug 30, 2021	Jul 18, 2021	-43	Firm change after gap	RIA to RIA
FILAMENT, LLC	Lnw	Dec 14, 2020	Dec 4, 2020	-10	Firm change	RIA to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
138419:113400:WA:2020-12-14	Dec 14, 2020	Dec 4, 2020	SEATTLE, WA	Firm change

Relationships

Registered with (5)

→ BASECAMP WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Feb 7, 2025 to presentfactForm ADV
→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: previous registration
Jun 3, 2024 to Dec 12, 2024factForm ADV
→ THE CLARIUS GROUP, LLCRegistered adviserregistration: previous registration
Jul 18, 2021 to May 13, 2024factForm ADV
→ LNWRegistered adviserregistration: previous registration
Dec 4, 2020 to Aug 30, 2021factForm ADV
→ FILAMENT, LLCRegistered adviserregistration: previous registration
Jan 24, 2017 to Dec 14, 2020factForm ADV

Dated events

Occurred
Dec 12, 2024
Advisor changed firm
Joseph Norman Levesque left Mercer Global Advisors Inc. for Basecamp Wealth Advisors, Llc (registered 2025-02-07)
Form ADVobserved 3 days ago
Occurred
May 13, 2024
Advisor changed firm
Joseph Norman Levesque left The Clarius Group, Llc for Mercer Global Advisors Inc. (registered 2024-06-03)
Form ADVobserved 3 days ago