Joshua Thomas Leonard
Investment adviser representative at Leonard Advisory Group LLC
15 yearsExperience
3 statesRegistered in
$114.1MFirm assets
Under 1 yearFirm in business
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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
15 years in the industry.
- Leonard Advisory Group LLCJul 2022 to now
- Center Street AdvisorsApr 2016 to now
- J. Leonard Financial ServicesSep 2011 to Dec 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 3 states (MI, OH, PA).
Leonard Advisory Group LLC
$114.1MAssets managed
253Clients
3Advisers
Under 1 yearIn 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
- 5947619
- Firm CRD
- 321165