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John Francis Leonard

R M Davis Inc.

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About John Francis Leonard

John Francis Leonard is a financial advisor who has been in the financial industry since 2010. John has a strong background in providing investment advice to individuals, families, and businesses. John has held Series 63 and Series 65 licenses, and holds a Series 7 and SIE. Currently, John is working with R M Davis Inc. Prior to that, John was employed by JPMorgan Chase Bank, N.A. and J.P MORGAN SECURITIES INC. John is a Certified Financial Planner professional and specializes in providing financial planning, portfolio management, and selection of other advisors services to clients.

Firm Information

John Leonard is currently registered with R M Davis Inc.. R M Davis Inc. is an investment advisor with offices in PORTLAND, ME. They manage a total of $6,315,757,763 in regulatory assets under management, primarily for high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations. They offer financial planning, selection of other advisors, portfolio management for individuals, and portfolio management for businesses. They do not participate in wrap fee programs.
R M Davis Inc.

24 CITY CENTER

PORTLAND, ME 04101-4069

$6.32B

Assets Under Management

Not reported

Total Clients

18

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Leonard’s Registration & Firm History

ME

01/16/2024 - Present

R M Davis Inc. (PORTLAND ME)

MA

09/21/2010 - 03/31/2017

J.P. MORGAN SECURITIES LLC (BOSTON MA)

MA

06/16/2006 - 11/15/2006

MOORS & CABOT, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 12/18/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/18/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Francis Leonard.
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