TrueAdvisor
TrueAdvisor
JL
JL

Joseph Clarence Leary

Org Partners
15 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementHigh Net WorthRetirement Planning
Org Partners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
718 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$772.6M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

Location

13548 Zubrick Road, Roanoke, IN, 46783

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Org Partners
February 2025 - Present · 1 yr
Previous Registrations
Defender Capital
April 2024 - February 2025 · 10 mos
Silver Oak Securities, IncorporatedBroker
January 2024 - March 2024 · 2 mos
Citizens Jmp Securities, LLCBroker
August 2023 - December 2023 · 4 mos
Citizens Capital MarketsBroker
August 2019 - August 2023 · 4 yrs
U.S. Bancorp Investments, INC.Broker
November 2010 - August 2019 · 8 yrs 9 mos
Labranche & CO. LLCBroker
June 2003 - July 2003 · 1 mo
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.