Jose Leon has been an investment adviser representative at A.o. Wealth Advisory,llc since July 2025, and is not listed among the firm’s executive officers or direct owners. Jose Leon studied Degrees in Business Administration-Finance and Marketing at Northwestern College.
A.o. Wealth Advisory,llc is an Urbandale, IA firm with $213M under management, 311 clients and 4 advisers in one office, as of its February 2026 filing.
Jose Leon III is an Associate Financial Planner at AO Wealth Advisory, based in Urbandale, Iowa. He spent seven years working in various institutional investment roles before moving into financial planning.
- Ao Wealth AdvisoryCurrent– present · 1 yearUrbandale, IA · Adviser representative · Firm CRD 288301
Professional designations
Listed by A.o. Wealth Advisory,llc
- Chartered Financial Analyst (CFA®) charterholder
Investment adviser representative registrations
Jose Leon is registered as an investment adviser representative in Iowa, since July 2025.
- IowaSince 18 July 2025
Examinations
No examinations are on Jose Leon’s record.
- Full name
- Jose Luis Leon
- CRD
- 7736026
- Firm
- A.o. Wealth Advisory,llc · CRD 288301
- Office
- 2570 106TH STREET, SUITE A, Urbandale, IA 50322
- Registration
- Investment adviser registration
- In the industry since
- July 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aowealthadvisory.com
Where does Jose Leon work?
Jose Leon is an investment adviser representative registered through A.o. Wealth Advisory,llc since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jose Leon a financial advisor?
Yes. Jose Leon has a current investment-adviser registration in Iowa, through A.o. Wealth Advisory,llc since July 2025.
How many years of experience does Jose Leon have?
Jose Leon has 1 year in the financial industry, since July 2025, across 1 adviser firm.
Where is Jose Leon based?
Jose Leon’s registered office is in Urbandale, IA.
Is Jose Leon registered with FINRA?
No. Jose Leon has no current broker registration.
Is Jose Leon a CFA charterholder?
A.o. Wealth Advisory,llc lists Jose Leon with the CFA credential (“Chartered Financial Analyst (CFA®) charterholder”) on its website. CFA Institute confirms certification status.
How can I verify Jose Leon’s record?
Search CRD 7736026 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jose Leon’s full registration record.
