JL
Jeremy L. Leeds
BLBB ADVISORS
Montgomeryville, PA 18936
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CRD#: 6953052
JL
Professional summary
Jeremy Louis Leeds is a registered financial advisor currently at BLBB ADVISORS located in Montgomeryville, Pennsylvania.
Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jeremy has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy Louis Leeds'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®
NoneExperience
Current
April 14, 2023 - Present
BLBB ADVISORS
Office #1: 103 Montgomery Avenue, Montgomeryville, PA 18936RIA
CRD#: 139096
Montgomeryville, PA
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".
BA
BLBB ADVISORS
BLB & B ADVISORS, LLC | BLBB ADVISORS
CRD#: 139096 / SEC#: 801-65840
RIA
Registered Investment Advisory firm - (3/8/2006 Approved)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
Pennsylvania(4/14/2023)
Exams
Current Firm
BA
BLBB ADVISORS
BLB & B ADVISORS, LLC | BLBB ADVISORS
CRD#: 139096 / SEC#: 801-65840
RIA
Registered Investment Advisory firm - (3/8/2006 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
103 Montgomery Avenue, Montgomeryville, PA 18936
Mailing Address
P.o. Box 1010, Montgomeryville, PA 18936
Phone number
(215) 643-9100
Established
Firm type
Fiscal year end
# of Employees
28
SEC notice filing (30 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,588 |
| AUM (Assets Under Management) | $ 2,739,761,758 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/23/2025 | ||
| 08/30/2024 | ||
| 04/02/2024 | ||
| 11/07/2023 | ||
| 11/02/2023 | ||
| 01/26/2023 |
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.
