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Jenny Lee Leach

Manning & Napier Investor Services, Inc.

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About Jenny Lee Leach

Jenny Leach is a financial advisor with Manning & Napier Investor Services, Inc. based in FAIRPORT, NY. Jenny has been in the industry since 2003 and is licensed to sell securities in New York. Jenny holds licenses in Series 7, Series 24, Series 31, Series 51, and Series 66. Prior to joining Manning & Napier Investor Services, Inc., Jenny worked at AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC., MUTUAL SERVICE CORPORATION, MULTI-FINANCIAL SECURITIES CORPORATION, and LIFEMARK SECURITIES CORP.

Firm Information

Jenny Leach is currently registered with Manning & Napier Investor Services, Inc.. Manning & Napier Investor Services, Inc. is a Corporation formed on March 21, 1990. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jenny Leach’s Registration & Firm History

NY

12/15/2017 - Present

Manning & Napier Investor Services, Inc. (FAIRPORT NY)

NY

08/31/2009 - 12/31/2015

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (FAIRPORT NY)

NY

05/16/2006 - 08/25/2009

MUTUAL SERVICE CORPORATION (FAIRPORT NY)

NY

11/08/2005 - 04/26/2006

MULTI-FINANCIAL SECURITIES CORPORATION (ROCHESTER NY)

NY

05/09/2002 - 11/03/2005

LIFEMARK SECURITIES CORP. (ROCHESTER NY)

NY

09/30/1999 - 05/12/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 10/01/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/11/2005

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 03/18/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/1999

Series 31 - Futures Managed Funds Examination

BC

Issued 09/27/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jenny Lee Leach.
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