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JP

Jessica C. Papadopoulos

LEO WEALTH
Hong Kong,
Some features on this profile are disabled
CRD#: 4306515
JP

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 and LEO WEALTH AMERICAS, LLC .

Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jessica has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jessica C. Cutrera | Jessica Carolyn Cutrera | Jessica Carolyn Papadopoulos

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 Jessica Carolyn Cutrera Papadopoulos'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

October 11, 2021 - Present

LEO WEALTH, LLC

Office #1: 8/f, On Building 162 Queen's Road Central, Hong Kong
RIA
CRD#: 283891
Hong Kong,
Current

February 23, 2026 - Present

LEO WEALTH AMERICAS, LLC

Office #1: 8/f, On Building 162 Queen's Road, Hong Kong, 999077
RIA
CRD#: 338799
Hong Kong,
Past

December 17, 2004 - January 3, 2022

LEO BROKERAGE, LLC

RIA
CRD#: 109121
Central Hong Kong,
Past

December 17, 2004 - January 4, 2017

LEO BROKERAGE, LLC

BD
CRD#: 109121
CENTRAL HONG KONG,
Past

July 16, 2004 - December 17, 2004

QUEST CAPITAL STRATEGIES, INC.

RIA
CRD#: 16783
RANCHO PALOS VERDES, CA
Past

July 2, 2003 - December 17, 2004

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
LAGUNA HILLS, CA
Past

November 20, 2002 - December 13, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
AUSTIN, TX
Past

November 5, 2002 - December 13, 2002

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

November 5, 2002 - December 13, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

March 8, 2001 - October 29, 2002

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX

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".
LW
LEO WEALTH, LLC
CORPORATE PENSIONS COMPANY | ROCKWALL WEALTH MANAGEMENT | MASSEY QUICK WEALTH SOLUTIONS LLC | LEOGROUP WEALTH SOLUTIONS, LLC | LEO WEALTH, LLC | KMR FINANCIAL GROUP | INVESTMENT AND ASSET PLANNING

CRD#: 283891 / SEC#: 801-108435

RIA
Registered Investment Advisory firm - (9/26/2016 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
Texas
(10/11/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/19/2002
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/22/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/4/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/7/2001
General Securities Representative Examination

Current Firm

LW
LEO WEALTH, LLC
CORPORATE PENSIONS COMPANY | ROCKWALL WEALTH MANAGEMENT | MASSEY QUICK WEALTH SOLUTIONS LLC | LEOGROUP WEALTH SOLUTIONS, LLC | LEO WEALTH, LLC | KMR FINANCIAL GROUP | INVESTMENT AND ASSET PLANNING

CRD#: 283891 / SEC#: 801-108435

RIA
Registered Investment Advisory firm - (9/26/2016 Approved)
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Contact information

Main Address
860 Airport Freeway Suite 402, Hurst, TX 76054
Mailing Address
Phone number
(817) 354-1090
Established
Firm type
Fiscal year end
# of Employees
43

SEC notice filing (24 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

LEO WEALTH, LLC - ADV PART 2A BROCHURE (2/11/2026)

Regulatory assets under management

Total Number of Accounts5,195
AUM (Assets Under Management)$ 3,205,181,999

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/11/2025
Cover Page
Report
10/23/2024
Cover Page
Report
11/30/2023
Cover Page
Report

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

LEO WEALTH, LLC

CRD#: 283891Hong Kong

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