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Advisors / Maryland / Bethesda
2yrs

Leon Jiang

Financial advisor at Focus Partners Wealth

Leon Jiang has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Bethesda, Maryland. After a year at HUB Investment Partners, Leon joined Focus Partners Wealth in 2026, a firm offering financial planning, investment management, and private fund management. Focus Partners Wealth reports being paid through a percentage of assets, hourly fees, and flat fees.

One of 818 advisors with offices in Bethesda, and one of 758 fiduciaries.

Bethesda, MD 20814Fiduciary advisor

At a glance

Experience2 years (since 2025)
How that compares ?2 years in the industry
Office7475 Wisconsin Ave 11th Floor, Bethesda, MD 20814
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$2.56 million
Advisors at the firm1,037
States licensed ?1 state

Services through Focus Partners Wealth

Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 65Uniform Investment Adviser Law Examination

Career

  1. Aug 2026 – now
  2. Feb 2025 – Jul 2026

Questions to ask Leon

Tailored to Leon’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. Your firm can charge performance-based fees. Would that apply to me?
  4. What does a financial plan with you include, and how often is it updated?
  5. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  6. Where would my money be held, and will I get statements directly from that firm?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Leon

How do I contact Leon?

Call Focus Partners Wealth at (314) 725-0455 and ask for Leon Jiang. Leon works from the Bethesda, MD office.

How long has Leon been a financial advisor?

Leon has been in the industry since 2025, about 2 years. 2 years in the industry.

What licenses does Leon hold?

Series 65. Tap any license on this page to see what it allows.

Is Leon a fiduciary?

Leon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Leon paid?

Focus Partners Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other fees. Ask Leon for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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