James Bryan Pearson

Leonard Investment Advisors INC.

12 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net WorthBusiness Owners

Leonard Investment Advisors INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

106 clients

Average Client Portfolio

$797K average

Assets Under Management

$84.5M

Fee Structure

Minimum Investment:$25K

Location

1900 N W Expressway, Suite 1450, Oklahoma City, OK, 73118-1812

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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.

Other Business Activities

James is a passive investor (17% owner) in Toroverde Farms LLC, a medical marijuana grow facility, since January 2020. He dedicates minimal time to this investment-related activity.