Jay B. Leonard
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jay Bradley Leonard, who also goes by Jay Leonard Isakoff, was a registered financial professional .
Jay is a previously registered financial professional and started their career in finance in 2002. Jay had worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 31, 2018 - December 31, 2019
METROPOLITAN INVESTMENT MANAGEMENT, LLC
April 20, 2015 - September 15, 2017
BUCKINGHAM STRATEGIC WEALTH, LLC
June 24, 2002 - June 3, 2015
CLASSIC CAPITAL, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Current Firm
METROPOLITAN INVESTMENT MANAGEMENT, LLC
CRD#: 297776 / SEC#:
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
