Jeff Leonard
Jeff Leonard Partner, Leonard & Martens, LLC Financial Planner, RJFS

Forbes Best-in-State Wealth Advisors 2024 Logo

Jeff applies his more than 30 years of experience in financial services to serving the specific and complex needs of business owners, high-net-worth families, Alaskan Native corporations and individuals, including those nearing or in retirement. Clients who work with Jeff can expect a consummate professional who acts with integrity and uses his empathy to truly understand their ambitions and aspirations.

Jeff was ranked the #1 financial advisor in Alaska in 2023 by Barron’s, a Wall Street Journal publication, and one of the top 1,200 advisors in America. The advisors selected represent just 1% of all financial advisors nationwide. Check out the Barron’s Top Advisor list here.

Additionally, Forbes Magazine recently ranked Jeff the #1 financial advisor in Alaska for 2024. Forbes has ranked Jeff as one of America’s Best-In-State Wealth Advisors every year since 2014. Check out the Forbes 2024 ranking here.

Jeff’s financial career began after he graduated from the University of Alaska Anchorage with a bachelor’s degree in accounting in 1993. He accepted a position 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 financial practice in 1999.

As a founding member of Leonard & Martens, LLC and registered principal of Raymond James Financial Services, Jeff envisioned owning an independent practice that would enable him to continue providing quality client service and applying the strong work ethic he honed over his years as a CPA.

His vision was supported by affiliating with Raymond James, one of the largest independent financial services firms in America. The company’s culture embraces values such as putting clients first and giving advisors the complete freedom to make objective recommendations solely on the best interest of their clients.

Active in community organizations, Jeff 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 a member of the Alaska Society of CPAs.

Jeff is a lifelong Alaskan, where he lives today with his wife. In his free time, Jeff enjoys traveling and playing golf.

Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 5,000 individual advisors and their firms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. 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.

The Forbes Top Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

Investment advisory services are offered through Raymond James Financial Services Advisors, Inc., Leonard & Martens, LLC is not a registered broker/dealer and is independent of Raymond James.

Neither Raymond James Financial Services nor any Raymond James financial advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.

Raymond James is not affiliated with any of the companies mentioned.