Unclaimed
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 currently registered as a Registered Representative with Eagle Strategies LLC and holds Series 6, 7, 24, 26, 63, and 65 licenses. Jason has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Prior to joining Eagle Strategies LLC, Jason was employed by PRUCO Securities Corporation, where he provided financial advice and services. Jason is dedicated to providing his clients with personalized financial advice and services tailored to their individual 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 6/25/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/23/2012
Series 24 - General Securities Principal Examination
BC
Issued 8/23/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/1/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/9/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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