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Advisors / Tennessee / Knoxville
34yrs

Leon Ebbert

Financial advisor at Ebbert Asset Management

Based in Knoxville, Tennessee, Leon Ebbert is a financial advisor with 34 years of industry experience. Leon has been with Ebbert Asset Management since 2026. Leon holds the CPA/PFS designation.

One of 802 advisors with offices in Knoxville.

Knoxville, TN 37919CPA/PFSTop 10% by experience in Knoxville
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At a glance

Experience34 years (since 1992)
How that compares ?Top 10% by experience in Knoxville
Office320 Nancy Lynn Lane, Suite 4, Knoxville, TN 37919
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$119,318
States licensed ?1 state

Services through Ebbert Asset Management

Investment management for individuals and small businesses

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CPA/PFS

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination

Career

  1. Jan 2026 – now

Questions to ask Leon

Tailored to Leon’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Leon

How do I contact Leon?

Call Ebbert Asset Management at (865) 584-3200 and ask for Leon Ebbert. Leon works from the Knoxville, TN office.

How long has Leon been a financial advisor?

Leon has been in the industry since 1992, about 34 years. Top 10% by experience in Knoxville.

What licenses does Leon hold?

Series 63. Tap any license on this page to see what it allows.

Is Leon a fiduciary?

Leon is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Leon paid?

Ebbert Asset Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Leon for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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