Unclaimed Profile

Jay Bradley Leonard

CLASSIC CAPITAL, INC.·SHORT HILLS, New Jersey

Series 65Clean record24 years registeredCLASSIC CAPITAL, INC.

788 MORRIS TURNPIKE, SHORT HILLS, NJ 07078-2634CRD# 2264942Firm CRD# 108569

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jay Bradley Leonard · SHORT HILLS, NJ

Registration

CRD #2264942 · CLASSIC CAPITAL, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CLASSIC CAPITAL, INC.

METROPOLITAN INVESTMENT MANAGEMENT, LLC

Oct 2018 – Dec 2019

SARASOTA, FL

BUCKINGHAM STRATEGIC WEALTH

Apr 2015 – Sep 2017

SHORT HILLS, NJ

CLASSIC CAPITAL, INC.

Jun 2002 – Jun 2015

SHORT HILLS, NJ

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 24, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLASSIC CAPITAL, INC.

CRD 108569 · SEC 801-56336

AUM

$266M

Regulatory assets under management

Employees

534 client accounts

Services offered by CLASSIC CAPITAL, INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CLASSIC CAPITAL, INC. →

Introduction

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Frequently Asked Questions

What services does Jay Bradley Leonard offer?

Jay Bradley Leonard specializes in Investment Management, Fee-Only Advisory.

What are Jay Bradley Leonard's credentials?

Jay Bradley Leonard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jay Bradley Leonard located?

Jay Bradley Leonard is based in SHORT HILLS, New Jersey, last registered with CLASSIC CAPITAL, INC..

How does Jay Bradley Leonard charge for services?

Jay Bradley Leonard's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLASSIC CAPITAL, INC.?

CLASSIC CAPITAL, INC. has approximately 3 employees and manages $266M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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