Inactive

Jose Luis Leon

Ao Wealth Advisory

CRD 7736026

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Employer firm

Ao Wealth Advisory CRD 288301

$213M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars

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

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

Chartered Financial Analyst

Other Names

Jose Luis Leon

View on SEC IAPD

Nearby Firms

INTEGRITY ALLIANCE, LLC

DES MOINES INVESTMENTS, LLC

Nearby Investors

RICARDO ESTEBAN PERTIERRA

JAMES EDWARD HUNDMAN

RICHARD JAY RUDINGER

Nearby Offices

INTEGRITY ALLIANCE, LLC · URBANDALE, IA

EDWARD JONES · URBANDALE, IA

DES MOINES INVESTMENTS, LLC · Urbandale, IA

More in Urbandale, IA

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