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Jeffrey William Leppert

MARKET STREET WEALTH MANAGEMENT, LLC·WEST CHESTER, Pennsylvania
SIE, Series 6, Series 7, Series 63, Series 66Clean record17 years registeredMARKET 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 · 17 years registered
Brand Profile
Not yet started
01

Career History

MARKET STREET WEALTH MANAGEMENT
Jan 2011 – present
USA FINANCIAL SECURITIES CORPORATION
Oct 2008 – Dec 2010
BALA CYNWYD, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 66
Registration record
First registered · October 21, 2008
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MARKET STREET WEALTH MANAGEMENT, LLC
CRD 155157 · SEC 801-81172
AUM
$589M
Regulatory assets under management
Employees
16
2,376 client accounts
Services offered by MARKET STREET WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MARKET STREET WEALTH MANAGEMENT, LLC →
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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

Kelly L Luke
WEST CHESTER, PA
Kevin Andrew Holt
WEST CHESTER, PA
CFP
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WEST CHESTER, PA

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