Jeffrey
Leppert

Market Street Wealth Management

CRD#2834622
Investment Advisor
in West Chester, PA

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About this Advisor

Jeffrey Leppert is a financial advisor who works out of West Chester, Pennsylvania with a total of 12 years of industry experience. Leppert is an advisor for Market Street Wealth Management. Throughout their career, Leppert has worked at Dynamic Financial Service Inc, Market Street Financial Group, Usa Financial Securities Corp and Market Street Wealth Management, LLC. Leppert holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to advise clients in Pennsylvania. Market Street Wealth Management is an advisory business based out of West Chester, PA. The investment advisory business has offices in three locations and a total of 16 advisors. It manages $481 million in assets across its 2,271 accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 2,271 accounts, just 11% are held by high-net-worth clients who have more than $1 million in assets available to invest. The firm offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services largely are based on the type of financial services offered. Fee types billed by Market Street Wealth Management may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

999 West Chester Pike Suite 202
West Chester, PA 19382

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Market Street Wealth Management Brokerage Details

Total Assets Under Management

$481,260,821

PA Average: $15,833,994,310
Total Number of Employees

16

PA Average: 41
Total Number of Accounts

2,271

PA Average: 3,342
Average Account Size

$211,916

PA Average: $4,737,880

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

Jeffrey has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Market Street Wealth Management, LLC

2007 - Present (17 years)

Usa Financial Securities Corp

2005 - Present (19 years)

Market Street Financial Group

2000 - Present (24 years)

Dynamic Financial Service Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Matthew Dodge
Morehead City, NC
Kelly Doherty
West Chester, PA
Troy Vogt
West Chester, PA
Richard Elias
West Chester, PA
Sarah Clayton
West Chester, PA
Matthew Eichert
West Chester, PA
Mark Meloro
West Chester, PA
Andrew Thrift
West Chester, PA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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