Jeffrey W Leppert

Overview

Jeffrey W Leppert is an insurance agent, a registered representative and an investment adviser representative based in West Chester, PA, with 30 years in the industry.

Years in the industry

30

States licensed

11

States registered

11

Carrier appointments

64

Contact

2 business emails and 2 phone numbers on file

Registrations and licenses

• Licensed in 11 states
• Registered in 11 states

• Producer
• Series 6
• Series 63
• Series 66
• Series 7
• SIE

5 lines of authority, with every state and its dates

Firms

• USA Financial Securities LLCCurrent firm
• Market Street Wealth ManagementCurrent firm

Employment history since 1997

Carriers

64 active carrier appointments

Book and practice

Firm assets under management on file