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JG

Jason P. Gibbons

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CRD#: 7489931
JG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jason Patrick Gibbons was a registered financial professional .

Jason is a previously registered financial professional and started their career in finance in 2022. Jason had worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.
KOMODO VENTURES LIMITED: - I own real estate with a business partner that is held in a Pennsylvania LLC named - Komodo Ventures Limited. The address for the entity is my business partners home address, 165 Lenor Drive, State College, PA. We are 50/50 owners of the entity and the real estate properties underneath. The ownership is solely between the two of us and only our capital in the entity. We have bought property for long term investment. Start date of the investing was May 2021. I devote less than 3 hours a month on this and solely done on my personal time. I am mainly just the source of capital for the business, but have worked on financial models (seeing if a property is worth investing) and general strategy for renting properties out.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 11, 2022 - August 9, 2024

LEO WEALTH, LLC

RIA
CRD#: 283891
Mid Levels,

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


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 (7/24/2025)

Regulatory assets under management


Total Number of Accounts4,566
AUM (Assets Under Management)$ 2,655,950,651

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
11/11/2025
Cover Page
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.

Company Information


LEO WEALTH, LLC

CRD#: 283891

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