Jeffrey
Leppert
Market Street Wealth Management
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About this Advisor
Jeffrey Leppert is a financial advisor based in West Chester, Pennsylvania, working with Market Street Wealth Management. Jeffrey has previously held positions at Dynamic Financial Service Inc, Market Street Financial Group, Usa Financial Securities Corp, and Market Street Wealth Management, LLC. Jeffrey has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Pennsylvania. Currently, Jeffrey is part of Market Street Wealth Management, which operates out of West Chester, Pennsylvania. The firm has 4 offices and 16 employees. The firm manages assets totaling $589.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Market Street Wealth Management includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Market Street Wealth Management Brokerage Details
$589,151,971
16
2,376
$247,960
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jeffrey Leppert Work History
Market Street Wealth Management, LLC
Usa Financial Securities Corp
Market Street Financial Group
Dynamic Financial Service Inc
Disclosures
Please visit the SEC profile of Jeffrey Leppert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Market Street Wealth Management
West Chester, PA
West Chester, PA
West Chester, PA
West Chester, PA
West Chester, PA
Glen Mills, PA
West Chester, PA
West Chester, PA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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