Jonathan Leuchs has been an investment adviser representative at William Joseph Capital Management since September 2024, and is not listed among the firm’s executive officers or direct owners. Jonathan Leuchs holds a BA in the Humanities from Boston College and a Master's degree in International Management from the University of California, San Diego.
William Joseph Capital Management, Inc. is a Bristol, CT firm with $694M under management, 1,879 clients and 27 advisers across 28 offices, as of its March 2026 filing.
Jonathan Leuchs is Investment Advisor Representative at William Joseph Capital Management. Before joining the firm he worked at Fortune 500 investment advisory firms, and his career has included work as a lobbyist, entrepreneur, sales manager and financial writer. From 2006 to 2008 he worked closely with the Chairman of Russell Investments on ageing populations in Asia-Pacific and on policy for sustainable retirement strategies.
Jonathan Leuchs’ longest registration was 2 years at Edward Jones (2020–2022). Before joining William Joseph Capital Management in 2024, Jonathan Leuchs was registered through Oneamerica Securities, Inc. and Prudential Financial Planning Services.
- – present · 2 yearsEast Greenwich, RI · Adviser representative · Firm CRD 226535
- Oneamerica Securities, Inc.– · under a yearProvidence, RI · Adviser representative · Firm CRD 4173
- Prudential Financial Planning Services– · under a yearWarwick, RI · Adviser representative · Firm CRD 5685
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · under a yearLake Worth, FL · Adviser representative · Firm CRD 7691
- Edward Jones– · 2 yearsPortsmouth, RI · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Jonathan Leuchs is registered as an investment adviser representative in 2 states. The first approvals date from September 2024; the most recent is Texas, in March 2025.
- Rhode IslandSince 6 September 2024
- TexasSince 17 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 16 June 2020 |
| Series 7TO | General Securities Representative Examination | 29 May 2020 |
| SIE | Securities Industry Essentials Examination | 20 May 2020 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jonathan D Leuchs
- CRD
- 7245677
- Firm
- William Joseph Capital Management · CRD 226535
- Office
- East Greenwich, RI
- Registration
- Investment adviser registration
- In the industry since
- August 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- williamjosephcapital.com
Where does Jonathan Leuchs work?
Jonathan Leuchs is an investment adviser representative registered through William Joseph Capital Management, Inc. since September 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Leuchs a financial advisor?
Yes. Jonathan Leuchs has a current investment-adviser registration in Rhode Island and Texas, through William Joseph Capital Management since September 2024.
How many years of experience does Jonathan Leuchs have?
Jonathan Leuchs has 6 years in the financial industry, since August 2020, across 5 adviser firms.
What exams has Jonathan Leuchs passed?
Jonathan Leuchs has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in May 2020.
Where did Jonathan Leuchs work before William Joseph Capital Management?
Before William Joseph Capital Management, Jonathan Leuchs was registered through Oneamerica Securities, Inc., December 2023 to September 2024; Prudential Financial Planning Services, June 2023 to November 2023; Merrill Lynch, Pierce, Fenner & Smith Incorporated, October 2022 to June 2023; Edward Jones, June 2020 to August 2022.
Where is Jonathan Leuchs based?
Jonathan Leuchs’ registered office is in East Greenwich, RI.
Is Jonathan Leuchs registered with FINRA?
No. Jonathan Leuchs has no current broker registration.
How can I verify Jonathan Leuchs’ record?
Search CRD 7245677 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Leuchs’ full registration record.
