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RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

JASON G LEUPOLD

Advisor at PROTOCOL WEALTH, LLC

DENVER, CO

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Search this name across graphsid dfx:ria:8f27b1eb-830e-c187-3266-9a44f94bf958

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 23, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PROTOCOL WEALTH, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 22, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S66|S65
First exam: Jul 22, 2010
First registration: Jul 23, 2010
Dual registered: yes, broker-dealer
Other names: JASON G LEUPOLD|JASON G LEUPOLD|JASON GLENN LEUPOLD|Jason Leupold
IAPD individual key: 4124810

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PROTOCOL WEALTH, LLC	Independent wealth	May 27, 2025	n/a	yes	DENVER, CO	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	May 6, 2021	May 19, 2022	no	GREENWOOD VILLAGE, CO	Previous registration
FINTRUST INVESTMENT ADVISORY SERVICES, LLC	Former SEC adviser	Jan 2, 2014	Apr 19, 2016	no	DENVER, CO	Previous registration
ROBERT W. BAIRD & CO. INCORPORATED	Mixed wealth	Jul 23, 2010	Mar 15, 2012	no	MILWAUKEE, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	PROTOCOL WEALTH, LLC	May 19, 2022	May 27, 2025	1,104	Firm change after gap	Ibd to new firm
FINTRUST INVESTMENT ADVISORY SERVICES, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Apr 19, 2016	May 6, 2021	1,843	Firm change after gap	Other
ROBERT W. BAIRD & CO. INCORPORATED	FINTRUST INVESTMENT ADVISORY SERVICES, LLC	Mar 15, 2012	Jan 2, 2014	658	Firm change after gap	Other

Relationships

Registered with (4)

→ PROTOCOL WEALTH, LLCRegistered adviserregistration: current employment
May 27, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
May 6, 2021 to May 19, 2022factForm ADV
→ FINTRUST INVESTMENT ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Jan 2, 2014 to Apr 19, 2016factForm ADV
→ ROBERT W. BAIRD & CO. INCORPORATEDRegistered adviserregistration: previous registration
Jul 23, 2010 to Mar 15, 2012factForm ADV

Dated events

Occurred
May 19, 2022
Advisor changed firm
Jason G Leupold left Fidelity Personal And Workplace Advisors for Protocol Wealth, Llc (registered 2025-05-27)
Form ADVobserved 5 days ago