Michael Leahy, financial advisor Chicago IL

Michael Leahy

CRD Number: 6506692
Current Firm: J.p. Morgan Securities LLC

Michael Leahy (CRD# 6506692) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chicago, IL and has over 6 years of experience in the finance industry.

Similar Advisors
Randy Kurtz, financial advisor Chicago IL
Randy D. Kurtz
CRD# 4579297
Upper Left Wealth Management, LLC
Similar Advisors
Charles Melka, financial advisor Chicago IL
Charles P. Melka
CRD# 2216510
Sequoia Wealth Management, LLC
Similar Advisors
Gregory Aagaard, financial advisor Chicago IL
Gregory S. Aagaard
CRD# 4993109
Securities America Advisors, Inc.
Company Name Location Dates Years
Jpmorgan Chase Bank, Na Chicago, IL Oct 2018 - Current 3
Jp Morgan Securities, LLC Chicago, IL May 2017 - Current 5
Jp Morgan Chase Bank Chicago, IL May 2017 - Oct 2018 1
Chicago Trivia Guys Chicago, IL Oct 2016 - May 2017 < 1
Purshe Kaplan Sterling Investments Chicago, IL Jun 2015 - May 2017 1
Mcadam LLC Chicago, IL Jun 2015 - May 2017 1
University Of Illinois Champaign, IL Aug 2011 - May 2015 3
Champaign Dining Hall Champaign, IL Nov 2013 - Aug 2014 < 1
Champaign Park District Champaign, IL May 2013 - Aug 2014 1
Cypress Cove Woodridge, IL May 2011 - Aug 2014 3
Panera Bread Company Champaign, IL Apr 2013 - Nov 2013 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2015
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Michael B. Leahy
Phone Number: 800-999-2000
Firm Website: https://www.chase.com
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    229,725
    MILLIONS
  • Total Number of Accounts
    856,594
    ACCOUNTS
  • Average Account Value
    $268,184
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.