Jacob Friedland has been an investment adviser representative at LEO Wealth Americas since April 2026, and is not listed among the firm’s executive officers or direct owners.
Leo Wealth Americas, LLC is a Hurst, TX firm with $512M under management, 984 clients and 21 advisers across 7 offices, as of its June 2026 filing.
Jacob Friedland’s longest registration was 1 year at Leo Wealth, LLC (2025–2026). Before joining LEO Wealth Americas in 2026, Jacob Friedland was registered through Leo Wealth, LLC.
- Leo Wealth Americas, LLCCurrent– present · under a yearHong Kong · Adviser representative · Firm CRD 338799
- Leo Wealth, LLC– · 1 yearHong Kong · Adviser representative · Firm CRD 283891
Investment adviser representative registrations
Jacob Friedland is registered as an investment adviser representative in Texas, since April 2026.
- TexasSince 15 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 April 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jacob Ethan Friedland
- CRD
- 8048654
- Firm
- LEO Wealth Americas · CRD 338799
- Registration
- Investment adviser registration
- In the industry since
- April 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Jacob Friedland work?
Jacob Friedland is an investment adviser representative registered through Leo Wealth Americas, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Friedland a financial advisor?
Yes. Jacob Friedland has a current investment-adviser registration in Texas, through LEO Wealth Americas since April 2026.
How many years of experience does Jacob Friedland have?
Jacob Friedland has 1 year in the financial industry, since April 2025, across 2 adviser firms.
What exams has Jacob Friedland passed?
Jacob Friedland passed the Series 65 in April 2025.
Is Jacob Friedland registered with FINRA?
No. Jacob Friedland has no current broker registration.
How can I verify Jacob Friedland’s record?
Search CRD 8048654 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Friedland’s full registration record.
