Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Leach has been an active advisor in the financial services industry since March 12, 1999. Donald is currently employed at J.P. Morgan Securities LLC and is registered with FINRA and several state regulators. Donald has experience in portfolio management for both individuals and businesses, and offers financial planning services. Donald also provides pension consulting services and selects other advisors for clients as needed.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
07/12/2017 - Present
J.p. Morgan Securities LLC (Chicago IL)
IL
09/17/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
06/09/2010 - 09/17/2012
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
11/09/2004 - 06/07/2010
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
04/29/1999 - 09/05/2006
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
OH
08/27/1997 - 10/13/1997
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
BOTH
Issued 10/07/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/26/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/04/2004
Series 4 - Registered Options Principal Examination
BC
Issued 10/26/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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