Jonathan D Leuchs
Investment adviser representative at William Joseph Capital Management, Inc.
10 yearsExperience
2 statesRegistered in
$694.3MFirm assets
5 yearsFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- William Joseph Capital Management, Inc.Sep 2024 to now
- Oneamerica SecuritiesDec 2023 to Sep 2024
- American United LifeOct 2023 to Sep 2024
- Pruco Securities, LLC.Jun 2023 to Nov 2023
- The Prudential Insurance Company of AmericaJun 2023 to Nov 2023
- Bank of America N.A.Oct 2022 to Jun 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to Jun 2023
- Edward JonesApr 2020 to Aug 2022
- Capital Market Access, LLC.Apr 2019 to Apr 2020
- ConvectiumJan 2018 to Apr 2019
- San Dieguito Union High School DistrictNov 2017 to May 2018
- Alphawave Mindfulness for Leadership (self Employed)Jan 2016 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (RI, TX).
William Joseph Capital Management, Inc.
$694.3MAssets managed
1,879Clients
29Advisers
5 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
- 7245677
- Firm CRD
- 226535