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Jeffrey William Leppert

MARKET STREET WEALTH MANAGEMENT, LLC·WEST CHESTER, Pennsylvania
Clean recordMARKET STREET WEALTH MANAGEMENT, LLC
999 WEST CHESTER PIKE, WEST CHESTER, PA 19382CRD# 2834622Firm CRD# 155157

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey William Leppert · WEST CHESTER, PA
Registration
CRD #2834622 · MARKET STREET WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey William Leppert is a registered financial advisor based in WEST CHESTER, Pennsylvania, affiliated with MARKET STREET WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MARKET STREET WEALTH MANAGEMENT, LLC
MARKET STREET WEALTH MANAGEMENT
AUM
$589M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at MARKET STREET WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PAYMENT FOR CLIENT REFERRALS
Regulatory
SEC/IARD CRD# 2834622
Firm CRD# 155157
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey William Leppert offer?
Jeffrey William Leppert specializes in Financial Planning, Investment Management. Contact their office in WEST CHESTER, Pennsylvania for a consultation.
What are Jeffrey William Leppert's credentials?
Jeffrey William Leppert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey William Leppert located?
Jeffrey William Leppert is based in WEST CHESTER, Pennsylvania, working with MARKET STREET WEALTH MANAGEMENT, LLC. Their office serves clients in the WEST CHESTER metropolitan area and surrounding communities.
How does Jeffrey William Leppert charge for services?
Jeffrey William Leppert's firm is compensated through percentage of aum, hourly charges, subscription fees, other: payment for client referrals. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARKET STREET WEALTH MANAGEMENT, LLC?
MARKET STREET WEALTH MANAGEMENT, LLC has approximately 16 employees and manages $589M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MARKET STREET WEALTH MANAGEMENT, LLC

Mark Meloro
WEST CHESTER, PA
Kelly L Luke
WEST CHESTER, PA
Kevin Andrew Holt
WEST CHESTER, PA

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Research
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