Jeff Leonard: Exposed with the Allegations of SEC or not? (2023)

Who is Jeff Leonard (CRD#: 3262167)?

After earning a B.A. in Accounting from the University of Alaska Anchorage in 1993, Jeff Leonard began his career with Deloitte, where he learned the value of cautious and complete counsel. Later, Jeff left to become the controller, then the chief financial officer, of a privately held Alaskan corporation until opening his own independent office in 1999.

Jeff, a founding member of Leonard & Martens, LLC and a registered principal of Raymond James Financial Services, Inc., envisioned establishing an independent business that would extend the same qualities of exceptional customer service, flawless honor, and a strong work ethic that Jeff learned as a CPA.

Since 2014, Barron’s Magazine, a Wall Street Journal publication, has named Jeff one of the top 1,200 advisors in America, and in 2020, ranked him the top financial counselor in Alaska.

Jeff is on the Chairman’s Council of Raymond James Financial Services. The Chairman’s Council is made up of the firm’s top financial experts. The yearly award is given to financial advisors who have shown an unrivaled dedication to their clients via personal service and professional integrity.

Jeff now serves on the Alaska Pacific University Foundation’s board of directors and is chairman and trustee of the Anchorage Symphony Orchestra’s Endowment Foundation. Jeff Leonard also belongs to the Anchorage Downtown Rotary Club and the Alaska Society of CPAs.

In this post, we will delve deep into Jeff Leonard’s past, uncovering hidden disclosures and assessing the legal ramifications.

About Raymond James Financial Services Inc. :

Raymond James Financial, Inc., founded in 1962 and a public company since 1983, is a Florida-based diversified holding company that provides financial services to individuals, corporations, and municipalities through its subsidiary companies that specialize in investment and financial planning, as well as capital markets and asset management. The stock of the company is traded on the New York Stock Exchange (RJF).

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Raymond James Financial employs roughly 8,600 financial advisors across the United States, Canada, and internationally through its three broker/dealer subsidiaries. Client assets total $1.13 trillion (as of June 30, 2022).

Raymond James has received national recognition for its community involvement and corporate charity. The organization has been recognized as one of the finest in the country for customer service, a terrific place to work, and a national leader in support of the arts.

Raymond James is one of the nation’s leading financial services organizations, with the breadth and resources to offer a diverse range of products and services. The company’s activity encompasses investment brokerage, professional asset management, insurance solutions, trust services, investment banking, and private and commercial banking, with over 10,000 colleagues worldwide and $896 billion in client assets*.

Raymond James: A Significantly Large Firm

Total client assets under administration exceed $896 billion*, with 6,300 support employees working at corporate offices.
Raymond James maintains branch offices in the United States, Canada, and other countries. The firm also has worldwide associate offices in Paris, Nice, Cannes, Brussels, Düsseldorf, Stuttgart, Luxembourg, Geneva, and Lausanne.

What is a Financial Advisor?

A financial advisor is a specialist who offers professional financial advice to people looking to accomplish particular financial goals. You work with a financial advisor to develop a thorough financial plan that is specific to your situation, much like you would hire an architect to construct the blueprint for your home. Understanding your existing financial condition, including your income, costs, savings, and spending patterns, is a requirement for this collaboration.

Jeff Leonard: BrokerCheck, FINRA, And SEC

Jeff Leonard’s BrokerCheck report contains job history, professional qualifications, disciplinary actions, criminal convictions, civil judgments, and arbitration awards, as well as disclosure events.

There is no disclosure against Jeff Leonard.


SEC Litigations and Forms

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Source: Jeff Leonard – SEC Site Search Search Results

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Jeff Leonard Lawsuits

Most court cases filed in the United States of America are archived on CourtListener, UniCourt,, Justia, Trellis, law, and Law360. If Jeff has been involved in any such lawsuits, then you can find the documents using the links down below:

There might be more pending lawsuits against Michael Warr which are not listed on these directories. Lawsuit files are often deleted from online directories. So if you cannot find any lawsuits against Michael Warr on these websites, then you can contact the local authorities and check if they have a physical copy of any lawsuits.

Jeff Leonard Complaints & Legal Battles

The following websites/directories are the best sources for finding complaints, litigations, and disputes against finance advisors. You can find all the complaints against Jeff Leonard using the websites down below:

You can contact the law firms mentioned above if facing issues with Jeff Leonard or any financial advisor.

Better Alternatives To Jeff Leonard:

These recommendations are based on the ratings of, the biggest financial advisor review platform on the internet.
Screenshot 7

Manages Assets Worth

  • $6,427,792,177


  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)
  • Family office and consulting services
Screenshot 8

Manages Assets Worth

  • $4,465,757,285


  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors (including private fund managers)
Screenshot 9

Manages Assets Worth

  • $302,000,000


  • Financial planning
  • Portfolio management

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