Jose Luis Leon
Investment adviser representative at Ao Wealth Advisory
13 yearsExperience
1 stateRegistered in
CFADesignation
$213.2MFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Ao Wealth AdvisoryJul 2025 to now
- Security BenefitMay 2023 to Jun 2025
- Principal Financial GroupOct 2018 to May 2023
- UnemployedMay 2018 to Oct 2018
- MinnervasFeb 2013 to May 2018
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IA).
Ao Wealth Advisory
Legal name: A.O. Wealth Advisory,LLC
$213.2MAssets managed
311Clients
4Advisers
5 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
- 7736026
- Firm CRD
- 288301