Harrison
Leeson

Ira Group, Inc

CRD#6815088
Investment Advisor
in Atlanta, GA

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About this Advisor

Harrison Leeson is a financial advisor based out of Atlanta, Georgia who has 3 years of industry experience. Leeson is an employee of Ira Group, Inc. Throughout their career, they have worked at Cherokee Town And Country Club, Rhodes College, T. Rowe Price and Investment Research & Advisory Group, Inc. Leeson has Series 66 and Series 63 licenses, qualifying them as a securities representative, and is approved to operate in Georgia. Ira Group, Inc is a business headquartered in Atlanta, GA. It has $9 billion in assets under management across its 568 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves five charitable organizations. Of its 568 customer accounts, 31% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Ira Group, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees for financial advice are based on the type of financial services offered. Fee types billed by Ira Group, Inc likely include some combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Series 63

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

1230 Peachtree Street Ne Suite 3800
Atlanta, GA 30309

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Ira Group, Inc Brokerage Details

Total Assets Under Management

$9,075,041,999

GA Average: $3,570,121,308
Total Number of Employees

16

GA Average: 58
Total Number of Accounts

568

GA Average: 1,608
Average Account Size

$15,977,187

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Harrison Leeson Work History

Harrison has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Investment Research & Advisory Group, Inc

2017 - 2020 (3 years)

T. Rowe Price

2013 - 2017 (4 years)

Rhodes College

2011 - 2015 (4 years)

Cherokee Town And Country Club

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Harrison Leeson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ira Group, Inc

George Stradtman
Atlanta, GA
Lauren Monce
Atlanta, GA
Sere Austin
Atlanta, GA
Judith Jolley
Atlanta, GA
John Frazer
Atlanta, GA
Carter Stanley
Atlanta, GA
Robert Warner
Atlanta, GA
Harrison Leeson
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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