John Francis Leonard
Investment adviser representative at R M Davis Inc
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- R M Davis IncJan 2024 to now
- R.M. Davis, Inc.Jan 2024 to now
- Spinnaker TrustJan 2023 to Nov 2023
- Spinnaker TrustApr 2017 to Dec 2022
- JPMorgan Chase Bank, N.A.Oct 2010 to Mar 2017
- J.P Morgan Securities Inc.Jul 2010 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (ME, NH).
R M Davis Inc
$8.2BAssets managed
2,437Clients
22Advisers
48 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5163586
- Firm CRD
- 105448