Jeffrey Leone, financial advisor East Hartford CT
90 score

Jeffrey Leone

CRD Number: 6032885
Current Firm: Ameriprise Financial Services, Inc.

Jeffrey Leone (CRD# 6032885) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in East Hartford, CT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. East Hartford, CT Feb 2012 - Current 4
Wesleyan University Middletown, CT Oct 2008 - Feb 2012 3
Siena Restuarant Mashpee, MA May 2008 - Oct 2008 < 1
Popponessett Inn Mashpee, MA May 2008 - Sep 2008 < 1
University Of Connecticut Storrs, CT Aug 2004 - May 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Jeffrey A. Leone
Phone Number: 612-671-3131
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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