Jean-Marie Leonard
Jean-Marie Leonard is a registered investment advisor at Eagle Strategies LLC, based in Bethesda, MD, with 6 years of industry experience. Jean-Marie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
6905 Rockledge Drive, Suite 900, Bethesda, MD, 20817
Get directionsHistory
Regulatory History (1)
Financial
March 2025Other Business Activities
Jean-Marie is the Chapter President of McLean Business Connections, a business networking group, dedicating a few hours per week. Jean-Marie also plans to teach private flute lessons, dedicating a few hours per week.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Royal Alliance Associates, INC.Broker
State Registrations3 states
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.