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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Paul Leonard is a financial professional with over 20 years of experience in the industry. Jason is a registered representative and investment advisor representative in New Jersey and Texas. He is currently affiliated with Eagle Strategies LLC, a firm with a strong reputation for providing financial planning, portfolio management, and other investment services. Jason has a broad range of experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. His commitment to providing personalized financial guidance and expertise is evident in his dedication to his clients' needs.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NJ
06/30/2017 - Present
Eagle Strategies LLC (SADDLE BROOK NJ)
NJ
12/10/1999 - 05/08/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 06/25/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2012
Series 24 - General Securities Principal Examination
BC
Issued 08/23/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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