Jason G Leupold
Professional Summary
Jason G Leupold, who also goes by Jason G Leupold Mr., Jason Glenn Leupold, Jason Leupold, is a registered financial advisor currently at PROTOCOL WEALTH, LLC located in Denver, Colorado and FINALIS SECURITIES LLC located in New York, New York. Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Jason has worked at 9 firms and has passed the Series 63, Series 65,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jason G Leupold Mr., Jason Glenn Leupold, Jason Leupold
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
17 years in the financial services industry
Current & Past Employments
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Current Firm
ENCLAVE DIGITAL WEALTH, LLC | PROTOCOL WEALTH, LLC
Contact Information
Main Address
201 Milwaukee Street, Suite 200, Denver, CO 80206Phone Number
(720) 383-4550# of Employees
3SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
50AUM (Assets Under Management)
$153,150,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
ENCLAVE DIGITAL WEALTH, LLC | PROTOCOL WEALTH, LLC
State Registrations and Notice Filings
(5/27/2025)
(4/14/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Sep 2010SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Jason G Leupold's CRS (Customer Relationship Summary).
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