Jason G Leupold
Managing Partner / Chief Investment OfficerProtocol Wealth, LLCCRD 4124810
About Jason G Leupold
Jason G Leupold is listed as Managing Partner / Chief Investment Officer at Protocol Wealth, LLC in Denver, CO. Form ADV reports a beneficial ownership band of Under 5%. Jason G Leupold is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Protocol Wealth, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jason G Leupold work?
Jason G Leupold is listed as Managing Partner / Chief Investment Officer at Protocol Wealth, LLC on SEC Form ADV.
How much of Protocol Wealth, LLC does Jason G Leupold own?
Form ADV reports a beneficial ownership band of Under 5%.
Protocol Wealth, LLC
| Title | Managing Partner / Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Protocol Wealth, LLC
| Title | Member And Manager |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |