Joshua Leonard (CRD# 5947619) is an Investment Advisor Representative working at Leonard Advisory Group LLC in Saint Joseph, MI and has over 7 years of experience in the finance industry.
CRD# 2726535
Edward Jones
CRD# 5529779
Lpl Financial LLC
CRD# 6009129
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Leonard Advisory Group LLC | Benton Harbor, MI | Jul 2022 - Current | 1 |
| Center Street Advisors | Pittsburgh, PA | Apr 2016 - Current | 8 |
| J. Leonard Financial Services | Pittsburgh, PA | Sep 2011 - Dec 2021 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- MI
- OH
- PA
-
Total Assets Under Management45MILLIONS
-
Total Number of Accounts314ACCOUNTS
-
Average Account Value$144,501
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
MI, OH, PA
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