John Michael Leonard
CFP®Professional Summary
John Michael Leonard, CFP® is a registered financial advisor currently at JOHN M. LEONARD, LLC located in Douglas, Michigan. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. John has worked at 5 firms and has passed the Series 63, Series 7, Series 53 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
41 years in the financial services industry
Current & Past Employments
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Current Firm
JML CFP, LLC | LEONARD, JOHN M. | JOHN M. LEONARD, LLC
Contact Information
Main Address
201 Center Street, Douglas, MI 49406-0278Mailing Address
P.o. Box 278, Douglas, MI 49406Phone Number
(269) 857-2860# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
47AUM (Assets Under Management)
$31,703,859Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view John Michael Leonard's CRS (Customer Relationship Summary).
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