Best-in-State · rank 5 · Anchorage, Alaska · listed firm: Raymond James Financial Services
Identity & firm
- Firm — Raymond James Financial Services (high)
- “Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC” — firm_official
- Parent company — Raymond James Financial, Inc. (high)
- “Investment advisory services through Raymond James Financial Services Advisors, Inc.” — firm_official
- Firm type — wirehouse (high)
- “Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC” — firm_official
- Team name — Leonard & Martens, LLC (high)
- “Leonard & Martens, LLC” — firm_official
- Team size — 7 (medium)
- “Jeff Leonard, Trevor Geerin, P. Wilson McDonald, Al Biss, Vanessa Carpenter, Carinne Giliam, and implied additional support staff” — firm_official
- CRD — gap: not_found_after_search
- Years experience — 30 (high)
- “30+ years in financial services; career began 1993 with University of Alaska Anchorage accounting degree; positions at Deloitte, then controller and CFO at privately held Alaskan company; launched independent practice 19” — firm_official
- Designations — CPA, CFP (high)
- “Certified Public Accountant (CPA), Member of Alaska Society of CPAs; Certified Financial Planner (CFP®)” — firm_official
Book of business
- Team AUM ($M) — 1500 (high)
- “Team Assets (Custodied): $1.5B” — forbes_shook
- Account minimum ($M) — 5 (high)
- “Minimum account size for new business: $5M” — forbes_shook
- Typical client net worth ($M) — 100 (high)
- “Typical Net Worth of Relationships: $2-200M” — forbes_shook
- Client niche — Business owners, high-net-worth families, Alaskan Native corporations, pre/post-retirement (high)
- “Target clients: Business owners, high-net-worth families, Alaskan Native corporations, and individuals nearing or in retirement.” — firm_official
- Custodians — not_applicable (high)
- “Registered Principal of Raymond James Financial Services, Inc.; operates through wirehouse regulatory structure, not as independent RIA” — firm_official
- Fee model — not_public (high)
- “No explicit fee model disclosed on team website or Forbes profile” — firm_official
Positioning & marketing
- Website url — https://www.leonardandmartens.com/ (high)
- “Leonard & Martens, LLC website” — firm_official
- Value proposition (verbatim) — Building long-term relationships based on trust and delivering dedicated client service and sound investment strategies. (high)
- “Building long-term relationships based on trust and delivering dedicated client service and sound investment strategies.” — firm_official
- Differentiators — 30+ years Alaska-based wealth advisory experience, Comprehensive services: financial planning, investment management, 401k/retirement plans, insurance, estate planning, Specialization in Alaskan Native corporations and business owner clients, Hands-on, full-service dedicated client approach, #1 financial advisor in Alaska (Barron's 2023) (high)
- “Hands-on and full service, dedicated to providing clients what they need, when they need it. Services: Financial planning, investment management, 401k and employer-sponsored retirement plan services, insurance planning, ” — firm_official
- “Barron's Top 1,200 advisors in America (represents top 1% of all financial advisors nationwide); #1 financial advisor in Alaska (2023)” — professional_press
- Content marketing — occasional (medium)
- “Blog available at resources section; LMB in the News section; Educational materials on financial topics” — firm_official
- Has podcast — no (medium)
- “No dedicated newsletter or podcast identified in comprehensive search of firm website and professional databases” — firm_official
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/jeff-leonard-6016031/ (high)
- “LinkedIn profile: https://www.linkedin.com/in/jeff-leonard-6016031/” — social_or_third_party_db
- Social presence — linkedin_active (medium)
- “Active LinkedIn profile maintained; no evidence of X, YouTube, Instagram, or TikTok presence” — social_or_third_party_db
- Press awards — Forbes Best-In-State Wealth Advisor, Alaska (2026), Forbes Best-In-State Wealth Advisor (annually since 2014), Barron's #1 financial advisor in Alaska (2023), Barron's Top 1,200 advisors in America (high)
- “Forbes 2026 Best-In-State Wealth Advisors: Ranked #5 in Alaska; Forbes recognition annually since 2014” — forbes_shook
- “Barron's (Wall Street Journal publication): #1 financial advisor in Alaska (2023); Barron's Top 1,200 advisors in America” — professional_press
Visual brand
- Has distinct logo — no (medium)
- “No distinct logo or branding assets identified; firm maintains professional website with standard financial services branding” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Professional financial services branding; standard corporate aesthetic typical of Raymond James affiliated practices (medium)
- “Firm maintains a professional website with standard financial services branding; no distinctive visual identity elements identified publicly” — firm_official