JL
JL

Jeffery Leaf

21 Years of Experience
Oakland Township, MI
Broker

Jeffery Leaf is a registered investment advisor at Blackrock Investment Management, LLC, based in Oakland Township, MI, 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 11,238 clients with $510B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
677 advisors
IM Fee
Planning only
Assets Under Management
$508.2B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Oakland Township, MI

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Blackrock Investments, LLC
September 2006 - Present · 19 yrs 8 mos
Blackrock Investment Management, LLC
September 2006 - Present · 19 yrs 8 mos
Blackrock Investments, LLCBroker
September 2006 - Present · 19 yrs 8 mos
Previous Registrations
Merrill Lynch Investment Managers LP
May 2006 - September 2006 · 4 mos
Fam Distributors, INC.Broker
May 2006 - September 2006 · 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
January 2005 - May 2006 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2004 - May 2006 · 1 yr 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jeffery Leaf - Financial Advisor | TrueAdvisor