Leonard & Martens, LLC

CONNECT

Address:

3401 Denali Street, Suite 103
Anchorage, AK 99503

Phone:

907-258-1395

Fax/Other:

907-522-7042

Jeff Leonard, CPA

Jeff Leonard, CPA

Founder, Leonard & Martens, LLC, Financial Planner, RJFS

After graduating from the University of Alaska Anchorage with a B.A. in Accounting in 1993, Jeff started his career with Deloitte where he learned the importance of conservative and comprehensive advice. He later left to become the controller and then chief financial officer for a privately held Alaskan company before launching his own independent office in 1999.

As founding member of Leonard & Martens, LLC and registered principal of Raymond James Financial Services, Inc., Jeff envisioned starting an independent practice that would extend the same values of exemplary customer service, impeccable honor, and strong work ethic learned from his years as a CPA.

Barron’s Magazine, a Wall Street Journal Publication, has named Jeff as one of the top 1,200 advisors in America every year since 2014, and in 2018 ranked him the top financial advisor in Alaska. *

Jeff is a member of the Raymond James Financial Services Chairman's Council. Members of the Chairman's Council represent the firm's top financial advisors; 85 advisors were selected from more than 3,200 Raymond James Financial Services advisors nationwide. The annual award is presented to financial advisors who have demonstrated an unparalleled commitment to clients through personal service and professional integrity. **

Jeff currently serves on the board of directors of the Alaska Pacific University Foundation, and is chairman and a trustee of the Anchorage Symphony Orchestra's Endowment Foundation. He is also an active member of the Anchorage Downtown Rotary Club and the Alaska Society of CPAs.

*Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James.

** Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.


 

Phone (907) 258-1395
Fax (907) 522-7042