Investment adviser representative · Bay Colony Advisors
Jeffrey M. Leonard
CRD 5577732 · Melbourne, FL
At a glance
Jeffrey M. Leonard is an investment adviser representative with Bay Colony Advisors in Melbourne, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jeffrey’s SEC record dates to 2008, about 17 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Bay Colony AdvisorsSince January 2021Melbourne, FL · $1.4B in regulatory assets
- Vestgen Advisors, LLCSince October 2026Chicago, IL · $6.7B in regulatory assets
SEC adviser record
- Registered since
- 2008 (17 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jeffrey’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.