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Christopher Leeper

Raymond James & Associates, INC.
33 Years of Experience
Jacksonville, FL
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Christopher Leeper is a registered investment advisor at Raymond James & Associates, INC., based in Jacksonville, FL, with 33 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9822 Tapestry Park Circle, Suite 202, Jacksonville, FL, 32246

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2010
Settled
Customer Dispute
December 2001
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Christopher is a trustee for Leeper, Chris and Aly, dedicating minimal time to this role. He is also a partner at Meinrod & Leeper LLC, spending a few hours per week on ownership duties.

Employment History
Current Registrations
Raymond James & Associates, INC.
September 2005 - Present · 21 yrs 1 mo
Raymond James & Associates, INC.
September 2005 - Present · 21 yrs 1 mo
Raymond James & Associates, INC.Broker
September 2005 - Present · 21 yrs 1 mo
Previous Registrations
Robert W. Baird & CO. Incorporated
May 1997 - September 2005 · 8 yrs 4 mos
Robert W. Baird & CO. IncorporatedBroker
May 1997 - September 2005 · 8 yrs 4 mos
Robert W. Baird & CO. IncorporatedBroker
April 1997 - May 1997 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1993 - April 1997 · 3 yrs 7 mos
State Registrations45 states
ALARAZCACOCTDCFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENJNVNYOHORPAPRSCTNTXUTVAVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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.
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