Jason G Leupold

Current Employers

Employment History

• 05/2016 → 07/2020
  361 Capital Llc
  Denver, CO
• 08/2016 → 06/2020
  Imst Distributors, Llc
  Denver, CO
• 01/2021 → 04/2022
  Fidelity Investments
  Greenwood Village, CO
• 08/2020 → 12/2020
  Unemployed
  Denver, CO
• 04/2022 → 06/2024
  Fidelity Digital Asset Management
  Greenwood Village, CO
• 06/2024 → 11/2024
  Solo Labs (Amplifi Liquidity)
  Denver, CO
• 11/2024 → 02/2025
  Leupold Capital Management
  Denver, CO
• 03/2025 → Present
  Protocol Wealth
  Denver, CO
• 04/2026 → Present
  Finalis Securities, Llc
  San Juan Capistrano, CA
• 05/2024 → Present
  Offchain Global
  Denver, CO

Previous Registrations

• 2021-05-06 → 2022-05-19
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO
• 2014-01-02 → 2016-04-19
  Fintrust Investment Advisory Services, Llc
  Denver, CO
• 2010-07-23 → 2012-03-15
  Robert W. Baird & Co. Incorporated
  Milwaukee, WI

Other Businesses

1.) Silicon Valley Highpoint Capital LLC; investment related; Address: 763 Contada Circle, Danville, CA, 94526, Nature: General Investment banking related activities; Position: Investment Banker; Start Date: 12/01/2025; 10 hours per month; 5 hours during trading session; Duties: My goal is to help source deals, find capital, and structure deals 2.) Protocol Wealth LLC; Investment related; 201 Milwaukee, Suite 200, Denver, CO, 80206; It is a Registered Investment Advisor; Chief Investment Officer; 03/01/2025; 30; I work with clients to create investment policy statements, I design Investment strategies, I do proactive business development.

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-03-25
• S65 Uniform Investment Adviser Law Examination
  2025-05-27
• S66 Uniform Combined State Law Examination
  2010-07-22

Other Names

• Jason G Leupold
• Jason G Leupold
• Jason Glenn Leupold
• Jason Leupold