Jeffrey Leppert has been Managing Member of Market Street Wealth Management since September 2010, is a control person of the firm and directly owns under 5% of it.
Market Street Wealth Management, LLC is a West Chester, PA firm with $837M under management, 1,052 clients and 10 advisers across 7 offices, as of its March 2026 filing.
Jeffrey Leppert’s longest registration is the current one, 15 years at Market Street Wealth Management since 2011. Before joining Market Street Wealth Management in 2011, Jeffrey Leppert was registered through USA Financial Securities Corporation.
- – present · 15 yearsWest Chester, PA · Adviser representative · Firm CRD 155157
- USA Financial Securities Corporation– · 2 yearsBala Cynwyd, PA · Adviser representative · Firm CRD 103857
Investment adviser representative registrations
Jeffrey Leppert is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2011; the most recent is Texas, in November 2025.
- PennsylvaniaSince 4 January 2011
- TexasResidentSince 8 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 31 January 2008 |
| Series 7 | General Securities Representative Examination | 23 May 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 April 1997 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 13 February 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jeffrey William Leppert
- CRD
- 2834622
- Firm
- Market Street Wealth Management · CRD 155157
- Role
- Managing Member
- Office
- 999 WEST CHESTER PIKE, SUITE 202, West Chester, PA 19382
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 1997
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jeffrey Leppert work?
Jeffrey Leppert has been Managing Member of Market Street Wealth Management, LLC since September 2010, and is a control person of the firm.
Is Jeffrey Leppert a financial advisor?
Yes. Jeffrey Leppert has a current investment-adviser registration in Pennsylvania and Texas, through Market Street Wealth Management since January 2011.
How many years of experience does Jeffrey Leppert have?
Jeffrey Leppert has 29 years in the financial industry, since April 1997, across 2 adviser firms.
What exams has Jeffrey Leppert passed?
Jeffrey Leppert has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in February 1997. FINRA credited Jeffrey Leppert with the SIE, which began in October 2018.
Where did Jeffrey Leppert work before Market Street Wealth Management?
Before Market Street Wealth Management, Jeffrey Leppert was registered through USA Financial Securities Corporation, October 2008 to December 2010.
Where is Jeffrey Leppert based?
Jeffrey Leppert’s registered office is in West Chester, PA.
Is Jeffrey Leppert registered with FINRA?
Yes. Jeffrey Leppert has a current broker registration, under CRD 2834622.
Source: FINRA BrokerCheck
How can I verify Jeffrey Leppert’s record?
Search CRD 2834622 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jeffrey Leppert’s full registration record.
