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Jonathan D Leuchs

William Joseph Capital Management, Inc.

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About Jonathan D Leuchs

Jonathan Leuchs is an investment advisor representative with William Joseph Capital Management, Inc. Jonathan is registered with the state of Rhode Island and has been in the industry for over 4 years. Jonathan also provides fixed life and fixed annuity sales services. Jonathan is a general securities representative and has passed the Series 66 and Series 7TO exams. In the past, Jonathan has worked at firms such as ONEAMERICA SECURITIES, INC. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Jonathan Leuchs is currently registered with William Joseph Capital Management, Inc.. William Joseph Capital Management, Inc. is an independent financial advisory firm based in Bristol, CT. They offer a range of services, including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages over $270 million in assets for 835 clients, including high-net-worth individuals and individuals other than high-net-worth.
William Joseph Capital Management, Inc.

210 RED STONE HILL ROAD

BRISTOL, CT 06010

$270.21M

Assets Under Management

20

Total Clients

19

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 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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other

Selection of other advisers

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Jonathan Leuchs’s Registration & Firm History

RI

09/06/2024 - Present

William Joseph Capital Management, Inc. (East Greenwich RI)

RI

12/20/2023 - 09/04/2024

ONEAMERICA SECURITIES, INC. (Providence RI)

RI

06/16/2023 - 11/29/2023

PRUCO SECURITIES, LLC. (WARWICK RI)

FL

10/17/2022 - 06/12/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAKE WORTH FL)

RI

05/29/2020 - 08/17/2022

EDWARD JONES (PORTSMOUTH RI)

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Licenses & Designations

BOTH

Issued 06/16/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/29/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/20/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan D Leuchs.
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