Financial Advisor
Current
Jul 2024 - Present
AeroLeads people directory · profile
Joseph Leon Email & Phone Number
Financial Advisor
at
Leon Financial Group
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Advisor
Location
Lititz, Pennsylvania, United States
Who is Joseph Leon? Overview
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Quick answer
Joseph Leon is listed as Financial Advisor at Leon Financial Group, based in Lititz, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Joseph Leon.
Joseph Leon previously worked as Financial Advisor at Coram Deo Advisors and Associate Financial Advisor at Ambassador Advisors, Llc. Joseph Leon holds Bachelor Of Business Administration (B.B.A.), Project Management from Liberty University.
Company email context
Email format at Leon Financial Group
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Leon Financial Group
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Profile bio
About Joseph Leon
My goal is to put my clients in a position to have options later in life. This is usually done by completing a plan to create a roadmap for those goals. I strive to learn about my clients personally to be able to properly give advice that is suited to them individually. Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC. Coram Deo Advisors and Silver Oak Securities are separate entities.
Current workplace
Joseph Leon's current company
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12 roles
Joseph Leon work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Mar 2023 - Dec 2024
Associate Financial Advisor
Nov 2019 - Mar 2023
Financial Advisor
Nov 2019 - Mar 2023
Financial Representative
- I provided total financial needs analysis through a network of experienced professionals with expertise in:
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services
Nov 2016 - Nov 2019
Financial Services Professional
Nov 2016 - Nov 2016
Operations Manager
Work with a team of 30 individuals to assist the needs of the customer in a retail setting.
Oct 2015 - Nov 2016
Store Manager
Aug 2015 - Oct 2015
Route Sales Representative
Feb 2015 - Aug 2015
Operations Manager
Central Pa Tuxedo
Brand development, web site traffic growth, web site and advertising revenue. Developed brand strategy and marketing scheme. Managed a team of 15 including 30 in other locations.
Mar 2008 - Feb 2015
Assistant Sales Manager
Oct 2007 - Mar 2008
Sales Representative
Jun 2007 - Oct 2007
2 education records
Joseph Leon education
Bachelor Of Business Administration (B.B.A.), Project Management
Liberty University
Bachelor Of Business Administration (B.B.A.), Marketing
Liberty University
FAQ
Frequently asked questions about Joseph Leon
Quick answers generated from the profile data available on this page.
What company does Joseph Leon work for?
Joseph Leon works for Leon Financial Group.
What is Joseph Leon's role at Leon Financial Group?
Joseph Leon is listed as Financial Advisor at Leon Financial Group.
Where is Joseph Leon based?
Joseph Leon is based in Lititz, Pennsylvania, United States while working with Leon Financial Group.
What companies has Joseph Leon worked for?
Joseph Leon has worked for Leon Financial Group, Coram Deo Advisors, Ambassador Advisors, Llc, Ufinancial Group, and Aeropostale.
How can I contact Joseph Leon?
You can use AeroLeads to view verified contact signals for Joseph Leon at Leon Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Joseph Leon attend?
Joseph Leon holds Bachelor Of Business Administration (B.B.A.), Project Management from Liberty University.
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