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RIA / WealthAdvisor10 years in industry

Jonathan D Leuchs

Advisor at WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.

East Greenwich, RI | BRISTOL, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e844543b-d602-00c2-1340-9674dd2a2dd9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: Jun 17, 2020 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Jun 16, 2020
First registration: Jun 17, 2020
Dual registered: no
Other names: Jonathan David Leuchs|Jonathan D Leuchs|Jonathan Leuchs
IAPD individual key: 7245677

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.	Independent wealth	Sep 6, 2024	n/a	yes	East Greenwich, RI\|BRISTOL, CT	Current employment
ONEAMERICA SECURITIES, INC.	Bd affiliated wealth	Dec 20, 2023	Sep 4, 2024	no	Providence, RI\|INDIANAPOLIS, IN	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	Jun 16, 2023	Nov 29, 2023	no	WARWICK, RI	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 18, 2022	Jun 12, 2023	no	LAKE WORTH, FL	Previous registration
EDWARD JONES	National bd RIA	Jun 17, 2020	Aug 17, 2022	no	Newport, RI\|ST LOUIS, MO\|NEWPORT, RI\|PORTSMOUTH, RI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ONEAMERICA SECURITIES, INC.	WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.	Sep 4, 2024	Sep 6, 2024	2	Firm change	Ibd to RIA
PRUCO SECURITIES, LLC	ONEAMERICA SECURITIES, INC.	Nov 29, 2023	Dec 20, 2023	21	Firm change	Ibd to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	PRUCO SECURITIES, LLC	Jun 12, 2023	Jun 16, 2023	4	Firm change	Wirehouse to ibd
EDWARD JONES	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Aug 17, 2022	Oct 18, 2022	62	Firm change	Ibd to wirehouse

Relationships

Registered with (5)

→ WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.Registered adviserregistration: current employment
Sep 6, 2024 to presentfactForm ADV
→ ONEAMERICA SECURITIES, INC.Registered adviserregistration: previous registration
Dec 20, 2023 to Sep 4, 2024factForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Jun 16, 2023 to Nov 29, 2023factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 18, 2022 to Jun 12, 2023factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jun 17, 2020 to Aug 17, 2022factForm ADV

Dated events

Occurred
Sep 4, 2024
Advisor changed firm
Jonathan D Leuchs left Oneamerica Securities, Inc. for William Joseph Capital Management, Inc. (registered 2024-09-06)
Form ADVobserved 4 days ago
Occurred
Nov 29, 2023
Advisor changed firm
Jonathan D Leuchs left Pruco Securities, Llc for Oneamerica Securities, Inc. (registered 2023-12-20)
Form ADVobserved 4 days ago
Occurred
Jun 12, 2023
Advisor changed firm
Jonathan D Leuchs left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Pruco Securities, Llc (registered 2023-06-16)
Form ADVobserved 4 days ago
Occurred
Aug 17, 2022
Advisor changed firm
Jonathan D Leuchs left Edward Jones for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2022-10-18)
Form ADVobserved 4 days ago