Jeffrey M. Leonard
BAY COLONY ADVISORS
MELBOURNE, FL 32940
Some features on this profile are disabled
CRD#: 5577732
Professional summary
Jeffrey Martin Leonard, CFP® is a registered financial advisor currently at BAY COLONY ADVISORS located in Melbourne, Florida.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jeffrey has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1.) SENIORS FINANCIAL PLANNING ASSET MANAGEMENT, LLC d/b/a LEONARD FINANCIAL GROUP; MANAGING PRINCIPAL; INVESTMENT RELATED; 2955 PINEDA PLAZA WAY, STE 126, MELBOURNE, FL 32940; ADVISORY SERVICES; PRESIDENT; 12/2006; 80% OF TIME SPENT ON THIS BUSINESS, WHICH WILL CARRY OVER TO BAY COLONY ADVISORS ADVISORY BUSINESS. 2.) INSURANCE AGENT - 01/2007 TO PRESENT. INVESTMENT RELATED. 2955 PINEDA PLAZA WAY, STE 126, MELBOURNE, FL 32940. OFFER INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. 15% OF TIME SPENT ON THIS ACTIVITY. 3.) CHANEY PROPERTIES, LLC.; NON-INVESTMENT RELATED. 2955 PINEDA PLAZA WAY, SUITE 126, MELBOURNE, FL, 32940. COMMERCIAL REAL ESTATE HOLDINGS; 02/2008 TO PRESENT. 2 HOURS/WEEK SPENT ON THIS ACTIVITY, NONE DURING SECURITIES TRADING HOURS. 4.) BAY COLONY ADVISORY GROUP d/b/a BAY COLONY ADVISORS; INVESTMENT ADVISER REPRESENTATIVE; INVESTMENT RELATED; 86 BAKER AVENUE EXTENSION, SUITE 310, CONCORD, MA 01742; ADVISORY SERVICES; 01/2021 TO PRESENT. 5.) SENIORS FINANCIAL PLANNING INC. - INSURANCE AGENCY. OWNER. 02/2007 TO PRESENT. 2955 PINEDA PLAZA WAY, STE 126, MELBOURNE, FL 32940.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Martin Leonard's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2016
Experience
Current
January 29, 2021 - Present
BAY COLONY ADVISORS
Office #1: 2955 Pineda Plaza Way Suite 126, Melbourne, FL 32940RIA
CRD#: 152583
MELBOURNE, FL
Past
August 14, 2018 - November 13, 2018
BAY COLONY ADVISORS
RIA
CRD#: 152583
MELBOURNE, FL
Past
October 29, 2008 - July 16, 2021
LEONARD FINANCIAL GROUP
RIA
CRD#: 147446
MELBOURNE, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BC
BAY COLONY ADVISORS
ALLEGIANCE FINANCIAL SERVICES INC. | WINDSOR WEALTH MANAGEMENT | TEWKS WEALTH MANAGEMENT, LLC | SENTINEL ADVISORY SERVICES | PENSION & WEALTH MANAGEMENT ADVISORS | LEONARD FINANCIAL GROUP | LEGACY FINANCIAL | HAGIN INVESTMENT MANAGEMENT | GREENHAVEN FINANCIAL MANAGEMENT | GLAZIER FINANCIAL ADVISORS | ESSENTIAL ASSET MANAGEMENT, LLC | EMERALD WEALTH ADVISORS | CHRISTOPHER LEE FINANCIAL | CASTLE HILL FINANCIAL | BUSINESS BENEFITS, INC. | BAY COLONY ADVISORY GROUP, INC. | BAY COLONY ADVISORS | ASYMMETRIC CAPITAL ADVISORY
CRD#: 152583 / SEC#: 801-107792
RIA
Registered Investment Advisory firm - (5/17/2016 Approved)Connecticut
Registered Investment Advisory firm - (6/3/2016 Terminated)Florida
Registered Investment Advisory firm - (5/19/2016 Terminated)Georgia
Registered Investment Advisory firm - (12/10/2014 Terminated)North Carolina
Registered Investment Advisory firm - (6/24/2016 Terminated)Texas
Registered Investment Advisory firm - (5/19/2016 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(1/29/2021)
IAR
Texas(2/22/2023)
Current Firm
BC
BAY COLONY ADVISORS
ALLEGIANCE FINANCIAL SERVICES INC. | WINDSOR WEALTH MANAGEMENT | TEWKS WEALTH MANAGEMENT, LLC | SENTINEL ADVISORY SERVICES | PENSION & WEALTH MANAGEMENT ADVISORS | LEONARD FINANCIAL GROUP | LEGACY FINANCIAL | HAGIN INVESTMENT MANAGEMENT | GREENHAVEN FINANCIAL MANAGEMENT | GLAZIER FINANCIAL ADVISORS | ESSENTIAL ASSET MANAGEMENT, LLC | EMERALD WEALTH ADVISORS | CHRISTOPHER LEE FINANCIAL | CASTLE HILL FINANCIAL | BUSINESS BENEFITS, INC. | BAY COLONY ADVISORY GROUP, INC. | BAY COLONY ADVISORS | ASYMMETRIC CAPITAL ADVISORY
CRD#: 152583 / SEC#: 801-107792
RIA
Registered Investment Advisory firm - (5/17/2016 Approved)Connecticut
Registered Investment Advisory firm - (6/3/2016 Terminated)Florida
Registered Investment Advisory firm - (5/19/2016 Terminated)Georgia
Registered Investment Advisory firm - (12/10/2014 Terminated)North Carolina
Registered Investment Advisory firm - (6/24/2016 Terminated)Texas
Registered Investment Advisory firm - (5/19/2016 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
86 Baker Avenue Extension Suite 310, Concord, MA 01742
Mailing Address
Phone number
(978) 369-7200
Established
Firm type
Fiscal year end
# of Employees
36
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,039 |
| AUM (Assets Under Management) | $ 1,263,305,046 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/06/2025 | ||
| 09/25/2024 | ||
| 10/24/2023 |
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.
