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Fernando Leon

Edward Jones

Ann Arbor, MI

CRD 7962453

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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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-09
MI RA APPROVED 2024-10-15
  • TX RA
    APPROVED
    Since 2025-07-09
  • MI RA
    APPROVED
    Since 2024-10-15

Branch Locations

213 N Maple, Ann Arbor, MI 48103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 08/2024 Present
Coralogix Ann Arbor MI 04/2023 10/2023
Unemployed Ann Arbor MI 03/2022 03/2023
Looker, Inc Ann Arbor MI 12/2017 02/2022
Hubspot, Inc. Ann Arbor MI 02/2016 11/2017
Employbridge Atlanta GA 02/2024 04/2024
Moore Nelson Routes Saline MI 10/2023 02/2024
Encore Service Group Llc Ann Arbor MI 06/2024 07/2024
  • 08/2024 → Present
    Edward Jones
    St Louis, MO
  • 04/2023 → 10/2023
    Coralogix
    Ann Arbor, MI
  • 03/2022 → 03/2023
    Unemployed
    Ann Arbor, MI
  • 12/2017 → 02/2022
    Looker, Inc
    Ann Arbor, MI
  • 02/2016 → 11/2017
    Hubspot, Inc.
    Ann Arbor, MI
  • 02/2024 → 04/2024
    Employbridge
    Atlanta, GA
  • 10/2023 → 02/2024
    Moore Nelson Routes
    Saline, MI
  • 06/2024 → 07/2024
    Encore Service Group Llc
    Ann Arbor, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-14
  • S66 Uniform Combined State Law Examination
    2024-10-14

View on SEC IAPD

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Nearby Investors

WILLIAM ROBERT ELGER
JOHN ALEXANDER MCCLELLAN
JEFFREY STEPHEN SELF

Nearby Offices

SPC · ANN ARBOR, MI
SPC · Ann Arbor, MI
LPL FINANCIAL LLC · ANN ARBOR, MI

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