Steven Michael 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

• 06/2018 → 11/2020
  Edward Jones
  St Louis, MO
• 08/2005 → 05/2019
  Full Time Student
  Florissant, MO
• 08/2015 → 09/2018
  Dalhousie Country Club
  Cape Girardeau, MO
• 01/2016 → 04/2018
  Coxs And Associates
  Cape Girardeau, MO
• 11/2010 → 05/2019
  Student
  Florissant, MO
• 11/2020 → 10/2023
  Compass Retirement Group
  St. Louis, MO
• 10/2023 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2020-12-06 → 2023-09-22
  Compass Wealth
  St. Louis, MO
• 2019-08-06 → 2020-11-10
  Edward Jones
  Maryland Heights, MO
  Florissant, MO
  St Louis, MO
  Florissant, MO

Exams

• S66 Uniform Combined State Law Examination
  2023-11-04

Other Names

• Steven Michael Leonard
• Steven Leonard