William E Leonard

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 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

• 10/2012 → Present
  J.P. Morgan Securities Llc
  Beavercreek, OH
• 09/2011 → 02/2022
  William Leonard
  Fairborn, OH
• 11/2022 → Present
  Leonard Homes
  Kettering, OH
• 11/2024 → Present
  Leonard Homes
  West Carrollton, OH
• 08/2012 → Present
  Jpmorgan Chase Bank, N.A.
  Beavercreek, OH

Previous Registrations

• 2012-08-10 → 2012-10-01
  Chase Investment Services Corp.
  Beavercreek, OH
  Dayton, OH
• 2009-11-13 → 2012-08-03
  Pnc Wealth Management Llc
  Dayton, OH
  Dayton, OH
  Dayton, OH
  Dayton, OH
  Dayton, OH
  Dayton, OH
  Dayton, OH
  Dayton, OH
  Beavercreek, OH
  Dayton, OH
  Beavercreek, OH
  Dayton, OH
  Springboro, OH
  Miamisburg, OH
  Huber Heights, OH
  Huber Heights, OH
  Dayton, OH
  Springboro, OH
  Dayton, OH
  Xenia, OH
• 2008-08-28 → 2009-11-13
  Natcity Investments, Inc.
  Dayton, OH
  Beavercreek, OH
  Dayton, OH
  Englewood, OH
  Dayton, OH

Other Businesses

Entity Name: Leonard Homes Investment related: No Address: 109 Allen Pl, West Carrollton, OH 45449, USA Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 11/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental of a home Entity Name: Leonard Homes Investment related: No Address: Kettering Ohio 45429 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 11/01/2022 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: We had rental homes under our LLC Leonard Holmes , we no longer have rent income but are still using the LLC to pay expenses for restoration of a family home, so we have a business checking and business credit card to pay expenses , no income currently

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-09-25
• S63 Uniform Securities Agent State Law Examination
  2006-01-18

Other Names

• Bill Edward Leonard
• William Edward Leonard