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Jason L

Series 63

Sheffield Village, OH

Cetera

Jason Leppla is a financial advisor with Cetera, holding a Series 63 designation and 11 years of industry experience. He has been with Cetera Advisors LLC since 2015 and joined Cetera in 2024. Outside of his advisory role, Leppla owns and operates AMERICAN TAX SERVICE, providing tax preparation and wealth management services, and serves as president of the T3 Sports Foundation board, focusing on fundraising activities. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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