Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Carolyn Papadopoulos is an investment advisor representative at Leo Wealth, LLC, with over 20 years of experience in the financial services industry. Jessica has held previous roles with BFT Financial Group, LLC, Quest Capital Strategies, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, and Charles Schwab & Co., Inc. She has a wide range of experience in providing financial planning and investment advisory services to individuals and businesses. Jessica holds a Series 7, Series 63 and Series 66 license and the SIE exam. Jessica currently operates out of the Hurst, TX office of Leo Wealth, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Financial planning fees
1
2
TX
10/11/2021 - Present
LEO Wealth, LLC (HURST TX)
NA
12/17/2004 - 01/04/2017
BFT FINANCIAL GROUP, LLC (CENTRAL HONG KONG )
CA
07/02/2003 - 12/17/2004
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
MN
11/05/2002 - 12/13/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/05/2002 - 12/13/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
TX
03/08/2001 - 10/29/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 11/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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