999 West Chester Pike, Suite 202, West Chester, PA, 19382
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Jeffrey is a partner/owner of Market Street Wealth Management, LLC (RIA) since 2011, and Market Street Insurance Service, LLC since 2005, where he sells property and casualty, medical, and Medicare insurance products. He is also an officer at Market Street Tax Services, LLC, and a 50% owner of Leppert & Holt Consulting Inc.