John Joseph Leach

Current Employers

Calabasas Advisory Group, Llc

32107 Lindero Canyon Rd. Suite 133, Westlake Village, CA 91361 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2017-05-02
TX	RA	APPROVED	2017-05-02

CA RA
APPROVED

Since 2017-05-02
TX RA
APPROVED

Since 2017-05-02

Branch Locations

32107 Lindero Canyon Rd. Suite #133, Westlake Village, CA 91361 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ameriprise Financial Services, Inc.	Calabasas	CA	09/2005	05/2017
Calabasas Advisory Group, Llc Dba Jl Wealth Management	Westlake Village	CA	05/2017	Present

09/2005 → 05/2017

Ameriprise Financial Services, Inc.

Calabasas, CA
05/2017 → Present

Calabasas Advisory Group, Llc Dba Jl Wealth Management

Westlake Village, CA

Previous Registrations

1997-12-15 → 2017-05-01

Ameriprise Financial Services, Llc

Calabasas, CA

Woodland Hills, CA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1993-03-16

S63 Uniform Securities Agent State Law Examination

1993-03-16

Designations

View on SEC IAPD