Jacquelyn Leigh Leon

Employer firm

Private Advisor Group, LLC CRD 155216

$44.3B regulatory AUM 1,033 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 08/2023
  Home Management
  Lawrence, KS
• 04/2020 → 10/2020
  Us Department Of Treasury
  Lawrence, KS
• 11/2019 → 12/2021
  Uber
  Lawrence, KS
• 01/2022 → 11/2022
  Lpl Financial, Llc
  Lawrence, KS
• 03/2022 → 11/2022
  Private Advisor Group, Llc
  Morristown, NJ
• 08/2023 → Present
  Lpl Financial Llc
  Lawrence, KS
• 09/2023 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Previous Registrations

• 2022-03-07 → 2022-11-15
  Private Advisor Group, Llc
  Lawrence, KS
  Morristown, NJ

Other Businesses

1) 08/28/2023 - Client First Financial Advice - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.

Exams

• S66 Uniform Combined State Law Examination
  2022-03-02

Other Names

• Jacquelyn Leigh Leon
• Jacquelyn Leigh Samp
• Jac Leon
• Jac Samp
• Jacquelyn Leon