Leshawn
Powers

W&S Brokerage Services, Inc

CRD#5452089
Investment Advisor
in Independence, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Leshawn Powers is a financial advisor based in Independence, Ohio, working with W&S Brokerage Services, Inc. Leshawn has previously held positions at J.P. Morgan Securities LLC, Cco Investment Services Corp, Nycb, Lpl Financial LLC, The Huntington Investment Company, W&S Brokerage, and Western Southern Life. Leshawn has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Leshawn is part of W&S Brokerage Services, Inc, which operates out of Independence, Ohio. The firm has 57 offices and 85 employees. The firm manages assets totaling $122.9 million. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at W&S Brokerage Services, Inc includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

6100 Oak Tree Blvd Suite 390
Independence, OH 44131

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

W&S Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$122,864,622

OH Average: $2,106,341,625
Total Number of Employees

85

OH Average: 34
Total Number of Accounts

451

OH Average: 1,972
Average Account Size

$272,427

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Leshawn Powers Work History

2022 - Present (3 years)

W&S Brokerage

2022 - Present (3 years)

Western Southern Life

2018 - 2021 (3 years)

The Huntington Investment Company

2017 - 2018 (1 year)

Nycb

2017 - 2018 (1 year)

Lpl Financial LLC

2014 - 2017 (3 years)

Cco Investment Services Corp

2011 - 2014 (3 years)

J.P. Morgan Securities LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Leshawn Powers 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 W&S Brokerage Services, Inc

David Adamson
Orland Park, IL
Remington Taylor
Cincinnati, OH
Jonathan Levine
Indianapolis, IN
Jared Bovinet
Greenville, SC
Vivienne Ather
Jacksonville, FL
David Goldman
Owings Mills, MD
Poh Wah Kenney Yiow
Roanoke, TX
Dwayne Daniels
Loveland, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started