Jessica C. Papadopoulos
Professional summary
Jessica Carolyn Cutrera Papadopoulos, who also goes by Jessica C. Cutrera, Jessica Carolyn Cutrera, Jessica Carolyn Papadopoulos, is a registered financial advisor currently at LEO WEALTH, LLC .
Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jessica has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Carolyn Cutrera Papadopoulos's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 11, 2021 - Present
LEO WEALTH, LLC
Office #1: 8/f, On Building 162 Queen's Road Central, Hong KongDecember 17, 2004 - January 3, 2022
LEO BROKERAGE, LLC
December 17, 2004 - January 4, 2017
LEO BROKERAGE, LLC
July 16, 2004 - December 17, 2004
QUEST CAPITAL STRATEGIES, INC.
July 2, 2003 - December 17, 2004
QUEST CAPITAL STRATEGIES, INC.
November 20, 2002 - December 13, 2002
AMERIPRISE FINANCIAL SERVICES, LLC
November 5, 2002 - December 13, 2002
IDS LIFE INSURANCE COMPANY
November 5, 2002 - December 13, 2002
AMERIPRISE FINANCIAL SERVICES, LLC
March 8, 2001 - October 29, 2002
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
LEO WEALTH, LLC
CRD#: 283891 / SEC#: 801-108435
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/11/2021)
Exams
Current Firm
LEO WEALTH, LLC
CRD#: 283891 / SEC#: 801-108435
Contact information
SEC notice filing (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,566 |
| AUM (Assets Under Management) | $ 2,655,950,651 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/11/2025 | ||
| 10/23/2024 | ||
| 11/30/2023 |
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.
