Jonathan Stanton Leeks is an investment adviser representative (IAR) with state registration records since 2022, appearing at 2 firms. Currently registered with CONCURRENT INVESTMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS, LLC | 2025-01-06 | present | Yes |
| CREATIVE PLANNING, LLC | 2022-02-08 | 2025-01-07 | — |