Jeffrey Leonard
Jeffrey Leonard is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Anchorage, AK, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3401 Denali, Suite 103, Anchorage, AK, 99503
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey has a personal investment in Arctic Business Park III since 2018, requiring minimal time. He also owns J.S. Leonard and Associates LLC, a support company, since 2005, dedicating about 10-20% of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
State Registrations40 states
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