John Schuman Leclercq

Employer firm

Cirrus Capital LLC CRD 288297

$170M regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• RESEARCH & ESTATE PLANNING

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

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

Current Employers

Employment History

• 09/2019 → Present
  Aon
  New York City, NY
• 06/2017 → 09/2019
  Midfirst Bank
  Oklahoma City, OK
• 08/2016 → 06/2017
  Chase
  Oklahoma City, OK
• 09/2019 → 11/2021
  Aon Securities Llc
  New York, NY
• 08/2013 → 05/2018
  University Of Central Oklahoma
  Edmond, OK
• 08/2018 → 10/2021
  Aon
  New York, NY
• 12/2021 → 12/2024
  Midfirst Bank
  Oklahoma City, OK
• 01/2025 → Present
  Axis Financial
  Edmond, OK
• 02/2026 → Present
  Cirrus Capital Llc
  Bloomfield Hills, MI

Other Businesses

AXIS FINANCIAL; INVESTMENT RELATED; EDMOND, OK; LIFE INSURANCE PRODUCER; USED LIFE INSURANCE INCIDENTALLY TO PROVIDE HOLISTIC FINANCIAL ADVICE; JANUARY 2025; 20 HRS/WK

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-12-30

Designations

• Chartered Financial Analyst

Other Names

• John Leclercq