AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JL

Jason G. Leupold

PROTOCOL WEALTH
DENVER, CO 80206
Some features on this profile are disabled
CRD#: 4124810
JL

Professional summary

Jason G Leupold, who also goes by Jason G Leupold Mr., Jason Glenn Leupold, Jason G Leupold, is a registered financial advisor currently at PROTOCOL WEALTH, LLC located in Denver, Colorado.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jason has worked at 8 firms and has passed the Series 65, Series 66, Series 57TO, SIE, Series 3, Series 55 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jason G Leupold Mr. | Jason Glenn Leupold | Jason G Leupold

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason G Leupold's CRS (Customer Relationship Summary).
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®
None

Experience

Current

May 27, 2025 - Present

PROTOCOL WEALTH, LLC

Office #1: 201 Milwaukee Street, Suite 200, Denver, CO 80206
RIA
CRD#: 335298
DENVER, CO
Past

May 6, 2021 - May 19, 2022

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
GREENWOOD VILLAGE, CO
Past

April 20, 2021 - May 24, 2022

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
BOSTON, MA
Past

August 4, 2016 - June 30, 2020

IMST DISTRIBUTORS, LLC

BD
CRD#: 130745
DENVER, CO
Past

January 8, 2014 - December 31, 2015

FINTRUST BROKERAGE SERVICES, LLC

BD
CRD#: 41608
GREENVILLE, SC
Past

January 2, 2014 - April 19, 2016

FINTRUST INVESTMENT ADVISORY SERVICES, LLC

RIA
CRD#: 139887
DENVER, CO
Past

July 23, 2010 - March 15, 2012

ROBERT W. BAIRD & CO. INCORPORATED

RIA
CRD#: 8158
MILWAUKEE, WI
Past

July 8, 2010 - March 15, 2012

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

February 4, 2000 - May 22, 2001

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

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".
PW
PROTOCOL WEALTH, LLC
ENCLAVE DIGITAL WEALTH, LLC | PROTOCOL WEALTH, LLC

CRD#: 335298 / SEC#: 801-132382

RIA
Registered Investment Advisory firm - (4/10/2025 Approved)

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.

Highlighted states indicate IAR registrations

IAR
Colorado
(5/27/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/27/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 7/22/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 1/30/2013
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 55
Date: 9/13/2010
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 7/7/2010
General Securities Representative Examination

Current Firm

PW
PROTOCOL WEALTH, LLC
ENCLAVE DIGITAL WEALTH, LLC | PROTOCOL WEALTH, LLC

CRD#: 335298 / SEC#: 801-132382

RIA
Registered Investment Advisory firm - (4/10/2025 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
201 Milwaukee Street, Suite 200, Denver, CO 80206
Mailing Address
Phone number
(720) 439-9055
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PROTOCOL WEALTH FORM ADV 2A - 10-23-2025 (10/24/2025)

Regulatory assets under management

Total Number of Accounts44
AUM (Assets Under Management)$ 126,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PROTOCOL WEALTH, LLC

CRD#: 335298Denver, CO 80206

TRUST BUT VERIFY

Monitor Jason Leupold

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Craig Stuart Johlfs
Craig JohlfsAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Greenwood Village, CO
Ralph Milburn Jones JR
Ralph JonesAdvisorCheck Check Mark
OPPENHEIMER & CO. INC.
IAR
RR
Denver, CO
Lorie Chantelle Jones
Lorie JonesAdvisorCheck Check Mark
TANDEM FINANCIAL, LLC
IAR
GREENWOOD VILLAGE, CO
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics