MEET JASON LEPPLA
Jason is the owner of JL Financial Services and American Tax Service. As a financial advisor and tax advisor, Jason has a comprehensive perspective that brings in various aspects of personal finance. He is an investment advisor representative with Series 7 and 63 designations through Cetera Advisors, LLC.
Jason is a graduate of Baldwin-Wallace College and lives in Avon with his wife, Allisyn, and his two children, Cohen, and Kaia. When he's not working with his clients to achieve their financial goals, Jason enjoys spending as much time as possible outdoors with his family, preferably near the water!
The philosophy at JL Financial is centered around core values such as trust, accessibility, accountability, and comprehensive planning. By combining investment knowledge and tax knowledge, we are able to holistically plan for the future in a way that most other firms cannot do.
After in-depth planning a research, investment selection is solely based on the best fit for the client. At JL Financial, proprietary investment products do not exist. Without incentives to invest in "company owned" products, we are able to analyze many different investment providers and products to come up with a recommendation that best fits each individual client.
Founded in 1981, Cetera Advisors LLC is an independent broker-dealer that has grown into a leading provider of services and products to financial professionals nationwide. We provide the benefits and personalized service of a boutique firm along with the resources and financial strength of a large one. Please see the below website for more information on Cetera Advisors LLC.