Jon Leonard

Financial Planner

OFFICE: Knoxville
1225 Weisgarber Rd Suite 180
Knoxville, TN 37909
(931) 622-3942

CONTACT
jleonard@cppadvisors.com
Direct: (931) 622-3942

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Jon has been a financial planner since 2016 after working in the banking industry for several years. In his previous role, he worked as a portfolio manager assisting with the acquisition and servicing of residential and commercial debt across the country. Currently, Jon has focused his efforts to build a comprehensive financial planning geared toward people with STEM based backgrounds. He holds FINRA Series 7 and 66 securities registrations as well as the Life and Health Insurance licenses.

After graduating from the University of Tennessee with a degree in Chemical Engineering, Jon continued his education at the Graduate School of Banking at Louisiana State University where he earned a Certificate of Banking. He is currently enrolled in Boston University's CFP® Program.

Jon's wife, Lauren, is the Director of Curriculum at Webb School of Knoxville. They have a son Liam who is full of energy and keeps them on the go. In their free time, the Leonards enjoy traveling, cheering on the Vols and trying out new foods with friends and family. You also might find Jon covered in mud running obstacle course races on the weekends!

DIVISIONS:
Entrepreneurs, Executives