Jason Andrew Leppla

Current Employers

Employment History

• 05/2015 → Present
  Cetera Advisors Llc
  Denver, CO
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: AMERICAN TAX SERVICE, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: TAX PREPARATION & WEALTH MANAGEMENT, START DATE: 6/2016, APX NUMBER OF HOURS PER WEEK: 20, APX NUMBER OF TRADING HOURS PER WEEK: 20, POSITION/TITLE/RELATIONSHIP: OWNER BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR AND TAX PREPARER; 2. NAME OF OTHER BUSINESS: JL FINANCIAL SERVICES, INVESTMENT RELATED: YES, ADDRESS: SAME AS RESIDENTIAL ADDRESS, NATURE OF BUSINESS: INVESTMENT AND SECURITY ADVICE, START DATE: 5/2016, APX NUMBER OF HOURS PER WEEK: 30, APX NUMBER OF TRADING HOURS PER WEEK: 30, POSITION/TITLE/RELATIONSHIP: OWNER BRIEF DESCRIPTION OF DUTIES: ASSIST WITH INVESTMENT ADVICE AND PLANNING; 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 5/2016, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF TRADING HOURS PER WEEK: 32.5, POSITION/TITLE/RELATIONSHIP: AGENT, BRIEF DESCRIPTION OF DUTIES: SELLING LIFE AND ANNUITIES; 4. NAME OF OTHER BUSINESS: W2 WEALTH, LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL ADDRESS, NATURE OF BUSINESS: HOLDING COMPANY, START DATE: 1/2016, APX NUMBER OF HOURS PER WEEK: N/A, APX NUMBER OF TRADING HOURS PER WEEK: N/A, POSITION/TITLE/RELATIONSHIP: OWNER, BRIEF DESCRIPTION OF DUTIES: FOR OFFICE EXPENSES & PAYROLL; 5. NAME OF OTHER BUSINESS: LORAIN COUNTY TAX SERVICE; INVESTMENT RELATED: NO; ADDRESS: 5333 MEADOW LANE CT, SHEFFIELD VILLAGE, OH 44035; NATURE OF BUSINESS: TAX PREPARATION; START DATE: 01/2019; POSITION/TITLE/RELATIONSHIP: TAX PREPARER; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: PERSONAL AND SMALL BUSINESS TAX PREPARATION; 6. NAME OF OTHER BUSINESS: WW REAL ESTATE LLC ; INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: COMMERCIAL REAL ESTATE RENTAL ; START DATE: 11/2018 ; POSITION/TITLE/RELATIONSHIP: OWNER ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: RENTAL OF REAL ESTATE ; 7. NAME OF OTHER BUSINESS: T3 SPORTS FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: 1965 RECREATION LN, AVON, OH 44011; NATURE OF BUSINESS: BOARD; START DATE: 1/2025; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HELP WITH FUNDRAISING;

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-08-17