Leonidas Jones is a registered investment advisor at Developing Financial, based in Petaluma, CA, with 5 years of industry experience. Leonidas 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 22 clients with $1.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Developing Financial does not offer investment management as a standalone service. It is only available as part of an ongoing comprehensive financial planning package. The combined service fee is 2% of your gross household income annually, paid in monthly installments.
Location
Petaluma, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Developing Financial
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
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