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Christopher Leeper

32 Years of Experience
Jacksonville, FL
2 DisclosuresBroker

Christopher Leeper is a registered investment advisor at Raymond James & Associates, INC., based in Jacksonville, FL, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

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

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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
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 · 20 yrs 8 mos
Raymond James & Associates, INC.
September 2005 - Present · 20 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2005 - Present · 20 yrs 8 mos
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 Registrations44 states
ALARAZCACOCTDCFLGAHIIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENJNVNYOHORPAPRSCTNTXUTVAVirgin 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.