Jonathan L. Leonard
Professional summary
Jonathan L Leonard, who also goes by Joe Lagueras Leonard, Jon Lagueras Leonard, Jonathan Lagueras Leonard, Jonathan Leonard, is a registered financial professional currently at CROW HOLDINGS SECURITIES, L.L.C. located in New York, New York.
Jonathan is registered as a RR (Registered Representative) and started their career in finance in 1997. Jonathan has worked at 10 firms and has passed the Series 63, Series 65, Series 7TO, Series 99TO, Series 79TO, SIE, Series 55, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jonathan L Leonard's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 10, 2022 - Present
CROW HOLDINGS SECURITIES, L.L.C.
Office #1: 300 Park Avenue Squad 0206, New York, NY 10022August 8, 2019 - October 11, 2019
MORGAN STANLEY & CO. LLC
September 8, 2016 - August 8, 2019
MORGAN STANLEY DISTRIBUTION, INC.
August 28, 2014 - September 8, 2016
MORGAN STANLEY & CO. LLC
September 7, 2010 - September 5, 2014
MORGAN STANLEY
December 19, 2005 - July 8, 2010
CLEARBRIDGE INVESTMENTS, LLC
December 1, 2005 - July 8, 2010
FRANKLIN DISTRIBUTORS, LLC
April 26, 2005 - December 19, 2005
CITIGROUP GLOBAL MARKETS INC.
January 29, 2004 - December 1, 2005
CITIGROUP GLOBAL MARKETS INC.
March 31, 2003 - October 23, 2003
ACCESS SECURITIES, LLC
August 23, 2000 - March 31, 2003
MCMAHAN SECURITIES CO. L.P.
August 5, 1998 - August 17, 2000
ACCESS SECURITIES, LLC
April 22, 1997 - August 13, 1998
MANULIFE WOOD LOGAN, INC.
State Registrations and Notice Filings
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Exams
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 79TO
Date: 5/24/2022
Investment Banking Registered Representative ExaminationSeries 55
Date: 2/22/1999
Limited Representative-Equity Trader ExamFINRA
Current Firm
CROW HOLDINGS SECURITIES, L.L.C.
CRD#: 308543 / SEC#: , 8-70656
Contact information
FINRA licenses (53 States and Territories)
Red Flags
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