Fernando Leon
Investment adviser representative at Edward Jones
10 yearsExperience
2 statesRegistered in
$1TFirm assets
62 yearsFirm in business
Are you Fernando Leon? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Edward JonesAug 2024 to now
- Encore Service Group LLCJun 2024 to Jul 2024
- EmploybridgeFeb 2024 to Apr 2024
- Moore Nelson RoutesOct 2023 to Feb 2024
- CoralogixApr 2023 to Oct 2023
- UnemployedMar 2022 to Mar 2023
- Looker, IncDec 2017 to Feb 2022
- Hubspot, Inc.Feb 2016 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 7962453
- Firm CRD
- 250