Jeffrey William Leppert

Current Employers

Employment History

• 11/2000 → Present
  Dynamic Financial Service Inc.
  West Chester, PA
• 03/2005 → Present
  Market Street Financial Group
  West Chester, PA
• 01/2007 → Present
  Usa Financial Securities Corp
  Ada, MI
• 01/2011 → Present
  Market Street Wealth Management, Llc
  West Chester, PA

Other Businesses

1) MARKET STREET WEALTH MANAGEMENT, LLC - 999 WEST CHESTER PIKE, SUITE 202, WEST CHESTER PA 19382. STARTED 09/30/2010. CO-OWNER. RIA. INVESTMENT RELATED. 20 HOURS PER MONTH DEVOTED TO BUSINESS. 20 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 2) MARKET STREET INSURANCE SERVICE, LLC - 999 WEST CHESTER PIKE, SUITE 202, WEST CHESTER PA 19382. START DATE; 02/12005. CO-OWNER, HANDLE BOOKS. INSURANCE SALES OF PROPERTY AND CASUALTY, MEDICAL AND MEDICARE PRODUCTS. NOT INVESTMENT RELATED. 2 HOURS PER MONTH DEVOTED TO BUSINESS. 1 HOUR PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 3) MARKET STREET TAX SERVICES, LLC - 999 WEST CHESTER PIKE, SUITE 202, WEST CHESTER PA 19382. START DATE; 02/01/2005. CO-OWNER OF TAX PREP BUSINESS. TAX PLANNING/PREPARATION/CPA. I HANDLE THE ADMINISTRATION OF THE ACCOUNT, NO LONGER PERSONALLY PREPARE RETURNS. NOT INVESTMENT RELATED. 2 HOURS PER MONTH DEVOTED TO BUSINESS. 1 HOUR PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 4) LEPPERT & HOLT CONSULTING INC. - 999 WEST CHESTER PIKE, SUITE 202, WEST CHESTER PA 19382. START DATE; 06/01/2014. CO-OWNER, MANAGEMENT AND BOOK KEEPING, LIFE AND HEALTH INSURANCE. NOT INVESTMENT RELATED. 5 HOURS PER MONTH DEVOTED TO BUSINESS. 3 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 5) LEPPERT INTERNATIONAL PROPERTIES INC. - 1502 SAWTIMBER TRAIL, WEST CHESTER, PA 19380. CO-OWNER WITH SPOUSE. COPRORATION TO HANDLE REAL ESTATE EXPENSES AND MANAGEMENT OF ONLY PERSONALLY OWNED REAL ESTATE PROPERTIES. NOT INVESTMENT RELATED. 3 HOURS PER MONTH DEVOTED TO BUSINESS. 1 HOUR PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 6) DYNAMIC FINANCIAL SERVICES INC. - 1502 SAWTIMBER TRAIL, WEST CHESTER, PA 19380. OWNER. LIFE AND HEALTH INSURANCE. NOT INVESTMENT RELATED. 3 HOURS PER MONTH DEVOTED TO BUSINESS. 1 HOUR PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 7) BEATUS CHARITABLE FUND - 1502 SAWTIMBER TRAIL, WEST CHESTER, PA 19380. CO-OWNER WITH SPOUSE. CHARITY FOUNDATION. NOT INVESTMENT RELATED. 1 HOUR PER MONTH DEVOTED TO BUSINESS. 0 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2008-01-31
• S63 Uniform Securities Agent State Law Examination
  1997-04-15

Other Names

• Jeffery William Leppert