Leon Bennett
Leon Bennett is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Kalamazaoo, MI, with 11 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
518 E North Street, Kalamazaoo, MI, 49007
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Leon owns rental real estate through Bennett North Street Property, L.L.C. and is a silent investor in Tuts Take Two, LLC. He also owns Bennett Wealth Management LLC to track income/expenses from Raymond James and is a partner in BW Majestic Financial LLC, which is the business name used via RJFS; these activities take up about half of Leon's time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations30 states
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