John Leonard, financial advisor Douglas MI

John Leonard

CRD Number: 1326397
Current Firm: John M. Leonard, LLC

John Leonard (CRD# 1326397) is an Investment Advisor Representative working at John M. Leonard, LLC in Douglas, MI and has over 38 years of experience in the finance industry. John Leonard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
John M. Leonard, LLC Douglas, MI Aug 2005 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1985
Contact Info for John M. Leonard
Phone Number: 269-857-2860
Firm Website: https://www.jmlllc.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    33
    MILLIONS
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $603,038
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Market timing services
Types of Clients
Registered States

MI

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