President · LEO Wealth, LLC
Jessica C. Papadopoulos
CRD 4306515 · Named on Form ADV at 2 SEC-registered advisers
At a glance
LEO Wealth, LLC, an SEC-registered wealth manager based in Edison, NJ with $3.2 billion in regulatory assets, lists Jessica C. Papadopoulos on its Form ADV as President, a control person. The SEC filings also name Jessica at 1 other registered adviser.
Firms and roles
- LEO Wealth, LLCPresidentWealth manager · Edison, NJ · $3.2B in regulatory assets
- LEO Wealth Americas, LLCCo-CeoWealth manager · Hurst, TX · $512M in regulatory assets
AtlasMembers
Jessica’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Matthew J. AllainCeo/cco, LEO Wealth, LLC
- Jon D RustinCFO, LEO Wealth, LLC
- Stephen D. TallyCCO and COO, LEO Wealth Americas, LLC
- Harmen C. OverdijkCo-Ceo and CIO, LEO Wealth Americas, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jessica’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.