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John M Leonard
Finance · Michigan, United States · 1-10 Employees
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Overview
Headquarters
201 Center St, Douglas, Michigan, 49406,...Phone Number
(269) 857-2860Website
www.jmlllc.comRevenue
<$5 MillionIndustry
About John M Leonard
John M. Leonard, LLC is a Registered Investment Advisory firm located in West Michigan that specializes in individualized portfolio management, financial planning, and retirement planning. The firm, led by John M. Leonard, offers services such as investment account management, trend analysis, and retirement cash flow analysis, all tailored to meet clients' financial objectives and risk tolerances. With over 45 years of experience in the capital markets, John emphasizes a macroeconomic approach to investment management, focusing on understanding market trends to guide portfolio decisions. The firm operates on a fee-based model, ensuring a fiduciary responsibility to act in the best interest of its clients.Explore more
John M Leonard Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
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Frequently Asked Questions Regarding John M Leonard
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John M. Leonard, LLC is a Registered Investment Advisory firm located in West Michigan that specializes in individualized portfolio management, financial planning, and retirement planning. The firm, led by John M. Leonard, offers services such as investment account management, trend analysis, and retirement cash flow analysis, all tailored to meet... Read More
