Inactive

Jose Luis Leon

Ao Wealth Advisory

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Current Employers

Ao Wealth Advisory

2570 106Th Street, Suite A, Urbandale, IA 50322 • United States

Current Registrations

Authority	Category	Status	Date
IA	RA	APPROVED	2025-07-18

IA RA
APPROVED

Since 2025-07-18

Branch Locations

2570 106Th Street, Suite A, Urbandale, IA 50322 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ao Wealth Advisory	Urbandale	IA	07/2025	Present
Security Benefit	Des Moines	IA	05/2023	06/2025
Principal Financial Group	Des Moines	IA	10/2018	05/2023
Minnervas	Sioux City	IA	02/2013	05/2018
Unemployed	Sioux City	IA	05/2018	10/2018

07/2025 → Present

Ao Wealth Advisory

Urbandale, IA
05/2023 → 06/2025

Security Benefit

Des Moines, IA
10/2018 → 05/2023

Principal Financial Group

Des Moines, IA
02/2013 → 05/2018

Minnervas

Sioux City, IA
05/2018 → 10/2018

Unemployed

Sioux City, IA

Designations

Other Names

Jose Luis Leon

View on SEC IAPD

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Other Investors

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Salvatore Lauri

MATTHEW JOHN FOX

Other Offices

INTEGRITY ALLIANCE, LLC · URBANDALE, IA

EDWARD JONES · URBANDALE, IA

DES MOINES INVESTMENTS, LLC · Urbandale, IA

PFS INVESTMENTS INC. · URBANDALE, IA

PFS INVESTMENTS INC. · URBANDALE, IA

DSM FINANCIAL L.L.C. · URBANDALE, IA

3G CAPITAL LLC · URBANDALE, IA

LPL FINANCIAL LLC · URBANDALE, IA

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