JL
JL
Jeffery Leech
21 Years of Experience
Atlanta, GA
5 Disclosures
Jeffery Leech is a registered investment advisor at Leechgary Asset Management LLC, based in Atlanta, GA, with 21 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 23 clients with $23M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$23.0M
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
2494 Jett Ferry Road, Suite 209, Atlanta, GA, 30338
Get directionsHistory
Regulatory History (5)
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Customer Dispute
March 1997Settled
Customer Dispute
April 1996Award / Judgment
Customer Dispute
August 1995Settled
Customer Dispute
November 1994Pending
Customer Dispute
October 1993Settled
Employment History
Current Registrations
Leechgary Asset Management LLC
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
Leechgary Asset Management LLC
September 2004 - December 2017 · 13 yrs 3 mos
State Registrations1 state
GA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.