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MassMutual financial professional.

Jon Leonardemail

Knoxville Satellite Office - Weisgarber Rd

1225 Weisgarber Rd, Suite 180
Knoxville, TN 37909

  • Professional Story

    Jon moved to Capital Financial Group after working in the banking industry for seven years. During this time, he worked as a portfolio manager assisting with the acquisition and servicing of residential and commercial debt across the country. Since joining the firm, Jon has focused his efforts to build a practice centered around comprehensive financial planning. He holds FINRA Series 7 and 66 securities registrations as well as the Life and Health Insurance licenses.

    Education

    The University of Tennessee (2005-2010), BS Chemical Engineering
    The Graduate School of Banking (2011-2014)

  • Languages:
    • English

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Business Owners
    • College Funding Strategies
    • Business Succession Planning
    • Estate Planning
    • Retirement Income Planning

Check the background of this investment professional on FINRA’s BrokerCheck

See Jon’s Licenses and Disclosures

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