Jeffery Leech
Leechgary Asset Management · Atlanta, Georgia
Jeffery Leech is a fee-only financial advisor at Leechgary Asset Management in Atlanta, Georgia. Leechgary Asset Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Leechgary Asset Management |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $23M across 18 accounts |
| SEC registration | Investment adviser representative in GA · CRD 1297229 |
| Exams passed | Series 63 (2002) · Series 65 (2001) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | leechgary.com |
How Jeffery's firm compares
- Leechgary Asset Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 18 accounts).
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Questions about Jeffery
Is Jeffery Leech a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffery holds no broker registration, and Leechgary Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffery charge for financial advice?
Jeffery's firm, Leechgary Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Jeffery Leech based?
Jeffery Leech is based in Atlanta, Georgia.
Is Jeffery Leech registered with the SEC?
Yes. Jeffery Leech is registered as an investment adviser representative in GA (CRD 1297229), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Leechgary Asset Management manage?
Leechgary Asset Management reports $23M across 18 accounts in assets under management.
How do I contact Jeffery Leech?
Through Jeffery's website, leechgary.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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