General Info

Jon Leonard has been a financial planner since 2016 after working in the banking industry for several years. In his previous role, he worked as a portfolio manager assisting with the acquisition and servicing of residential and commercial debt across the country. Currently, Jon has focused his efforts to build comprehensive financial advising geared toward people with STEM-based backgrounds. He holds FINRA Series 7 and 66 securities registrations as well as the Life and Health Insurance licenses. Jon is currently enrolled in Boston University's CFP Program. Contact Jon Leonard at his Knoxville office for all your financial planning needs!