Jason G Leupold
Investment adviser representative at Protocol Wealth, LLC
10 yearsExperience
1 stateRegistered in
$153MFirm assets
1 yearFirm 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 assetsHourlySubscriptionFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Finalis Securities, LLCApr 2026 to now
- Protocol Wealth, LLCMar 2025 to now
- Offchain GlobalMay 2024 to now
- Leupold Capital ManagementNov 2024 to Feb 2025
- Solo Labs (amplifi Liquidity)Jun 2024 to Nov 2024
- Fidelity Digital Asset ManagementApr 2022 to Jun 2024
- Fidelity InvestmentsJan 2021 to Apr 2022
- UnemployedAug 2020 to Dec 2020
- Imst Distributors, LLCAug 2016 to Jun 2020
- 361 Capital LLCMay 2016 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2010
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CO).
Protocol Wealth, LLC
$153MAssets managed
49Clients
3Advisers
1 yearIn 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
- 4124810
- Firm CRD
- 335298