Jacob Mitrani Leon

Current Employers

Employment History

• 05/2012 → Present
  Tlc Wealth Management
  Bellaire, TX
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Bellaire, TX
• 04/2006 → Present
  Kestra Investment Services, Llc
  Bellaire, TX

Previous Registrations

• 2004-05-13 → 2006-04-28
  Westpark Wealth Advisors, Inc.
  Houston, TX
• 1999-01-22 → 2004-12-31
  Ims Securities, Inc.
  Houston, TX
  Houston, TX
  Houston, TX

Other Businesses

Business Name: JACOB M LEON CPA Investment Related: No Address: 6750 W LOOP SOUTH #790 BELLAIRE TX 77401 Nature of Business: Tax/Accounting Position, Title or Relationship: Owner Start Date: 1/4/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: tax Business Name: JEWISH FAMILY SERVICE Investment Related: No Address: 4131 S. BRAESWOOD HOUSTON TX 77025 Nature of Business: Community/Charitable/Civic Position, Title or Relationship: PAST PRESIDENT, AND FROM TIME TO TIME CHAIRMAN OF FUND RAISING ACTIVITIES. Start Date: 1/1/1993 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: past president Business Name: LEON & PARTNERS Investment Related: No Address: 7416 KELVING HOUSTON TX 77030 Nature of Business: Consulting Position, Title or Relationship: Partner Start Date: 7/1/2001 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: partner Business Name: J Martin & Company P.C. Investment Related: No Address: 11777 Katy Freeway Suite 395 Houston TX 77079 Nature of Business: Consulting; Tax/Accounting Position, Title or Relationship: Employee Start Date: 3/3/2013 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: tax consultant and tax prparer Business Name: JACOB M LEON Investment Related: Yes Address: 6750 W LOOP SOUTH SUITE 790 HOUSTON TX 77401 Nature of Business: Insurance Position, Title or Relationship: Owner Start Date: 10/10/2012 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: available to discuss insurance needs with clients Business Name: TLC Wealth Management Inc Investment Related: Yes Address: 6750 WEST LOOP SOUTH, SUITE 790 BELLAIRE TX 77401 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Registered rep Start Date: 5/1/2012 Hours per month: 51% - 60% (81 - 96 hours) Hours per month during trading hours: 51% - 60% (71 - 84 hours) Duties: DBA for securities and investment advisory business Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: BOARD MEMBER HOUSTON JEWISH COMMUNITY FOUNDATION POSITION: board member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/01/2023 ADDRESS: 5600 S Braeswood, Houston TX 77096 DESCRIPTION: attend board meetings. charitable solicitation Business Name: VICE PRESIDNET-HOUSTON JEWISH COMMUNITY FOUNDATION POSITION: Vice President NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2024 ADDRESS: 5600 S Braeswood, Houston TX 77096 DESCRIPTION: attend board meetings. charitable solicitation Business Name: HOUSTON JEWISH FAMILY FOUNDATION POSITION: BOARD MEMBER NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2024 ADDRESS: 4131 S BRAESWOOD bLVD, HOUSTON TX 77025 DESCRIPTION: ALL DUTIES REQUIRED TO BE ON THE BOARD OF A CHARITABLE FOUNDATION

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-10-19

Designations