Bernard Francis Leonard

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2000 → Present
  Edward Jones
  Stmlouis, MO

Other Businesses

BUDGET PLANNING COMMITTEE, FIRST BAPTIST CHURCH OF HENDERSONVILLE: THE COMMITTEE PREPARES THE ANNUAL BUDGET FOR THE CHURCH AND PRESENTS IT TO THE CONGREGATION FOR APPROVAL.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-12
• S63 Uniform Securities Agent State Law Examination
  2000-08-31

Designations

• Certified Financial Planner