Leonidas Jones (CRD# 7230796) is an Investment Advisor Representative working at Developing Financial in Pacifica, CA and has over 4 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Developing Financial LLC | Sacramento, CA | May 2021 - Current | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sacramento, CA | Feb 2020 - Aug 2021 | 1 |
| Aerojet Rocketdyne | Rancho Cordova, CA | Nov 2018 - Jan 2020 | 1 |
| Unemployed | Dallas, TX | Aug 2018 - Nov 2018 | < 1 |
| Kpmg Us LLP | Dallas, TX | Aug 2016 - Aug 2018 | 2 |
| Unemployed | Austin, TX | Jun 2016 - Aug 2016 | < 1 |
| University Of Texas At Austin - Division Of Recreational Sports | Austin, TX | Feb 2013 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2019 |
| S63 | Uniform Securities State Law Examination | Dec 2020 |
- CA
- TX
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts44ACCOUNTS
-
Average Account Value$22,326
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX
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