Jessica Leopard

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 03/2014 → 02/2022
  Concourse Financial Group Securities (Proequities, Inc.)
  Birmingham, AL
• 02/2022 → 11/2022
  Simon Markets Llc
  Birmingham, AL
• 12/2022 → 09/2024
  Bankers Life Securities, Inc
  Chicago, IL
• 07/2026 → Present
  Edward Jones
  St. Louis, MO
• 09/2024 → 07/2026
  Marstone
  Providence, RI

Exams

• S66 Uniform Combined State Law Examination
  2026-07-31
• S63 Uniform Securities Agent State Law Examination
  2022-08-11

Other Names

• Jessica Leopard
• Jessica Lynn Ghioto
• Jessica Lynn Leopard