Jeffrey Martin Leonard

Current Employers

Employment History

• 03/2008 → Present
  Seniors Financial Planning Asset Management, Llc
  Melbourne, FL
• 08/2018 → 11/2018
  Bay Colony Advisory Group D/B/A Bay Colony Advisors
  Concord, MA
• 01/2021 → Present
  Bay Colony Advisory Group D/B/A Bay Colony Advisors
  Melbourne, FL
• 02/2007 → Present
  Seniors Financial Planning Inc. Insurance Agency
  Melbourne, FL

Previous Registrations

• 2008-10-29 → 2021-07-16
  Leonard Financial Group
  Melbourne, FL
  Vero Beach, FL
• 2018-08-14 → 2018-11-13
  Bay Colony Advisors
  Melbourne, FL
  Concord, MA

Other Businesses

1.) SENIORS FINANCIAL PLANNING ASSET MANAGEMENT, LLC d/b/a LEONARD FINANCIAL GROUP; MANAGING PRINCIPAL; INVESTMENT RELATED; 2955 PINEDA PLAZA WAY, STE 126, MELBOURNE, FL 32940; ADVISORY SERVICES; PRESIDENT; 12/2006; 80% OF TIME SPENT ON THIS BUSINESS, WHICH WILL CARRY OVER TO BAY COLONY ADVISORS ADVISORY BUSINESS. 2.) INSURANCE AGENT - 01/2007 TO PRESENT. INVESTMENT RELATED. 2955 PINEDA PLAZA WAY, STE 126, MELBOURNE, FL 32940. OFFER INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. 15% OF TIME SPENT ON THIS ACTIVITY. 3.) CHANEY PROPERTIES, LLC.; NON-INVESTMENT RELATED. 2955 PINEDA PLAZA WAY, SUITE 126, MELBOURNE, FL, 32940. COMMERCIAL REAL ESTATE HOLDINGS; 02/2008 TO PRESENT. 2 HOURS/WEEK SPENT ON THIS ACTIVITY, NONE DURING SECURITIES TRADING HOURS. 4.) BAY COLONY ADVISORY GROUP d/b/a BAY COLONY ADVISORS; INVESTMENT ADVISER REPRESENTATIVE; INVESTMENT RELATED; 86 BAKER AVENUE EXTENSION, SUITE 310, CONCORD, MA 01742; ADVISORY SERVICES; 01/2021 TO PRESENT. 5.) SENIORS FINANCIAL PLANNING INC. - INSURANCE AGENCY. OWNER. 02/2007 TO PRESENT. 2955 PINEDA PLAZA WAY, STE 126, MELBOURNE, FL 32940.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-07-30

Designations