Jeffrey William Leppert
Investment adviser representative at Market Street Wealth Management
26 yearsExperience
2 statesRegistered in
$837MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Market Street Wealth Management, LLCJan 2011 to now
- USA Financial Securities CorpJan 2007 to now
- Market Street Financial GroupMar 2005 to now
- Dynamic Financial Service Inc.Nov 2000 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Market Street Wealth Management
Legal name: Market Street Wealth Management, LLC
$837MAssets managed
1,052Clients
12Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2834622
- Firm CRD
- 155157