Justin Leonard

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 12/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 05/2023 → 12/2025
  Amboy Bank
  Old Bridge, NJ
• 06/2021 → 05/2023
  Crystal Auto Mall
  Green Brook, NJ
• 02/2021 → 06/2021
  Abercrombie And Fitch
  Bridgewater, NJ
• 11/2020 → 01/2021
  Best Buy
  Holmdel, NJ
• 06/2020 → 11/2020
  Unemployment
  Tinton Falls, NJ
• 02/2019 → 06/2020
  Muni Hub
  Red Bank, NJ
• 10/2018 → 02/2019
  Primark
  Freehold, NJ
• 05/2018 → 09/2018
  Trinity Solar
  Wall Township, NJ
• 02/2018 → 05/2018
  American Eagle
  Tinton Falls, NJ
• 06/2017 → 02/2018
  Nike
  Tinton Falls, NJ
• 05/2017 → 07/2017
  Lowes
  Eatontown, NJ
• 01/2017 → 05/2017
  Bounce U
  Eatontown, NJ
• 10/2016 → 12/2016
  Unemployment
  Tinton Falls, NJ
• 06/2016 → 10/2016
  Shoprite
  West Long Brnach, NJ

Exams

• S66 Uniform Combined State Law Examination
  2026-04-23