John Francis Leonard

Employer firm

R M Davis Inc CRD 105448

$8.15B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 07/2010 → 03/2017
  J.P Morgan Securities Inc.
  Boston, MA
• 10/2010 → 03/2017
  Jpmorgan Chase Bank, N.A.
  Boston, MA
• 04/2017 → 12/2022
  Spinnaker Trust
  Portland, ME
• 01/2023 → 11/2023
  Spinnaker Trust
  Portland, ME
• 01/2024 → Present
  R.M. Davis, Inc.
  Portland, ME

Previous Registrations

• 2014-10-30 → 2017-03-31
  J.P. Morgan Securities Llc
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-12-18
• S63 Uniform Securities Agent State Law Examination
  2010-10-18

Designations

• Certified Financial Planner

Other Names

• John Francis Leonard
• John Francis Leonard