JL
Jeffrey W. Leppert
MARKET STREET WEALTH MANAGEMENT
West Chester, PA 19382
Some features on this profile are disabled
CRD#: 2834622
JL
Professional summary
Jeffrey William Leppert, who also goes by Jeffery William Leppert, is a registered financial advisor currently at MARKET STREET WEALTH MANAGEMENT located in West Chester, Pennsylvania and USA FINANCIAL SECURITIES LLC located in Radnor, Pennsylvania.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Jeffrey has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeffery William Leppert
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) MARKET STREET WEALTH MANAGEMENT, LLC - 999 WEST CHESTER PIKE, SUITE 202, WEST CHESTER PA 19382. STARTED 09/30/2010. CO-OWNER. RIA. INVESTMENT RELATED. 20 HOURS PER MONTH DEVOTED TO BUSINESS. 20 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 2) MARKET STREET INSURANCE SERVICE, LLC - 999 WEST CHESTER PIKE, SUITE 202, WEST CHESTER PA 19382. START DATE; 02/12005. CO-OWNER, HANDLE BOOKS. INSURANCE SALES OF PROPERTY AND CASUALTY, MEDICAL AND MEDICARE PRODUCTS. NOT INVESTMENT RELATED. 2 HOURS PER MONTH DEVOTED TO BUSINESS. 1 HOUR PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 3) MARKET STREET TAX SERVICES, LLC - 999 WEST CHESTER PIKE, SUITE 202, WEST CHESTER PA 19382. START DATE; 02/01/2005. CO-OWNER OF TAX PREP BUSINESS. TAX PLANNING/PREPARATION/CPA. I HANDLE THE ADMINISTRATION OF THE ACCOUNT, NO LONGER PERSONALLY PREPARE RETURNS. NOT INVESTMENT RELATED. 2 HOURS PER MONTH DEVOTED TO BUSINESS. 1 HOUR PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 4) LEPPERT & HOLT CONSULTING INC. - 999 WEST CHESTER PIKE, SUITE 202, WEST CHESTER PA 19382. START DATE; 06/01/2014. CO-OWNER, MANAGEMENT AND BOOK KEEPING, LIFE AND HEALTH INSURANCE. NOT INVESTMENT RELATED. 5 HOURS PER MONTH DEVOTED TO BUSINESS. 3 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 5) LEPPERT INTERNATIONAL PROPERTIES INC. - 1502 SAWTIMBER TRAIL, WEST CHESTER, PA 19380. CO-OWNER WITH SPOUSE. COPRORATION TO HANDLE REAL ESTATE EXPENSES AND MANAGEMENT OF ONLY PERSONALLY OWNED REAL ESTATE PROPERTIES. NOT INVESTMENT RELATED. 3 HOURS PER MONTH DEVOTED TO BUSINESS. 1 HOUR PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 6) DYNAMIC FINANCIAL SERVICES INC. - 1502 SAWTIMBER TRAIL, WEST CHESTER, PA 19380. OWNER. LIFE AND HEALTH INSURANCE. NOT INVESTMENT RELATED. 3 HOURS PER MONTH DEVOTED TO BUSINESS. 1 HOUR PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 7) BEATUS CHARITABLE FUND - 1502 SAWTIMBER TRAIL, WEST CHESTER, PA 19380. CO-OWNER WITH SPOUSE. CHARITY FOUNDATION. NOT INVESTMENT RELATED. 1 HOUR PER MONTH DEVOTED TO BUSINESS. 0 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey William Leppert's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 4, 2011 - Present
MARKET STREET WEALTH MANAGEMENT
Office #1: 999 West Chester Pike Suite 202, West Chester, PA 19382RIA
CRD#: 155157
West Chester, PA
Current
January 18, 2007 - Present
USA FINANCIAL SECURITIES LLC
Office #1: 150 N. Radnor Chester Rd. Suite F-200, Radnor, PA 19087Office #2: 999 West Chester Pike Suite 202, West Chester, PA 19382Office #3: 999 West Chester Pike, West Chester, PA 19382RIA
BD
CRD#: 103857
RADNOR, PA
Past
October 21, 2008 - December 31, 2010
USA FINANCIAL SECURITIES LLC
RIA
CRD#: 103857
BALA CYNWYD, PA
Past
November 10, 2003 - November 29, 2006
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
WEST CHESTER, PA
Past
August 25, 1997 - October 29, 2003
LOCUST STREET SECURITIES, INC.
BD
CRD#: 1703
DES MOINES, IA
Past
February 18, 1997 - August 30, 1997
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
CONSHOHOCKEN, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MARKET STREET WEALTH MANAGEMENT
MARKET STREET WEALTH MANAGEMENT | MARKET STREET WEALTH MANAGEMENT, LLC
CRD#: 155157 / SEC#: 801-81172
RIA
Registered Investment Advisory firm - (3/27/2015 Approved)Delaware
Registered Investment Advisory firm - (6/24/2015 Terminated)New Jersey
Registered Investment Advisory firm - (7/30/2015 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/19/2015 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(8/4/2015)
RR
Colorado(2/26/2018)
RR
Delaware(1/18/2007)
RR
Florida(2/12/2007)
RR
Maryland(7/14/2015)
RR
New Jersey(1/18/2007)
RR
North Carolina(1/18/2007)
RR
Ohio(9/27/2016)
RR
Pennsylvania(1/18/2007)
IAR
Pennsylvania(1/4/2011)
RR
Texas(6/15/2015)
IAR
Texas(11/8/2025)
RR
Virginia(5/18/2011)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
MARKET STREET WEALTH MANAGEMENT
MARKET STREET WEALTH MANAGEMENT | MARKET STREET WEALTH MANAGEMENT, LLC
CRD#: 155157 / SEC#: 801-81172
RIA
Registered Investment Advisory firm - (3/27/2015 Approved)Delaware
Registered Investment Advisory firm - (6/24/2015 Terminated)New Jersey
Registered Investment Advisory firm - (7/30/2015 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/19/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
999 West Chester Pike Suite 202, West Chester, PA 19382
Mailing Address
Phone number
(610) 692-3200
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,604 |
| AUM (Assets Under Management) | $ 714,859,960 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
