Westminster Financial Advisory
47yrs
Top advisor by experience in Beavercreek
21yrs
William Leonard has worked in the financial industry for 21 years and is a fiduciary financial advisor based in Beavercreek, Ohio. After less than a year at Chase Investment Services and three years at PNC Wealth Management, William joined J.P. Morgan Securities in 2012, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 148 advisors with offices in Beavercreek, and one of 137 fiduciaries.
At a glance
Experience21 years (since 2006)
How that compares ?Top 17% by experience at J.P. Morgan Securities
Office3414 Seajay Dr, Beavercreek, OH 45430
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2012 – nowJ.P. Morgan Securities LLCCurrent firm
- Aug 2012 – Oct 2012Chase Investment Services Corp.Previously
- 2009 – 2012PNC Wealth Management LLCPreviously
- Aug 2008 – Nov 2009Natcity Investments, Inc.Previously
Contact William
(800) 999-2000Firm headquarters in New York, NY. Ask for William. 3414 Seajay DrBeavercreek, OH 45430Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask William
Tailored to William’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call J.P. Morgan Securities at (800) 999-2000 and ask for William Leonard. William works from the Beavercreek, OH office.
How long has William been a financial advisor?
William has been in the industry since 2006, about 21 years. Top 17% by experience at J.P. Morgan Securities.
What licenses does William hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask William 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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