Justin Leak
Advisor at Fidelity
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Justin Leak is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In this position, he collaborates closely with clients to develop personalized financial plans that align with their individual goals. His approach involves connecting with clients to understand their priorities, enabling him to provide tailored guidance, strategies, and education.
Justin's experience in the financial industry includes roles as an Investment Consultant at Fidelity Investments in 2024, as well as positions at Cetera Investment Services from 2018 to 2024, where he worked as an Investment Executive and previously as a Sales Assistant. This progression reflects his growing expertise in investment consulting and financial planning.
Outside of his professional work, Justin has interests in cars, cooking and baking, family activities, and music.
Expertise
General retirement planning
Income planning
Wealth management
Cash flow / budgeting
Work history
Fidelity Investments
2025 - Present (1 year)
fidelity Investments
2024 - Present (2 years)
Cetera Investment Advisers LLC
2019 - 2024 (5 years)
Independent Bank
2018 - 2024 (6 years)
Cetera Investment Services Llc
2018 - 2024 (6 years)
Independent Bank
2018 - 2018 (1 year)
Meyer Music
2018 - 2018 (1 year)
Meyer Music
2016 - 2017 (1 year)
Ferris State University
2014 - 2018 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Scott E
Series 63, Series 65
Vero Beach, FL
Merrill
Scott Eccker is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career at Merrill in 1980, he has provided financial guidance to attorneys, physicians, business executives, and entrepreneurs. His expertise includes financial strategies, retirement income planning services, and liability management. Scott is also a specially qualified Portfolio Manager, managing personalized and defined investment strategies on a discretionary basis that may involve individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment solutions. Scott holds a Bachelor's degree with a concentration in Economics and Finance from the University of Michigan’s Stephen M. Ross School of Business. He carries the Personal Investment Advisor (PIA) designation. Over his career, he has developed long-term client relationships, some spanning more than three decades, and serves multiple generations of families. He was named to the 2023 Forbes “Best in State Wealth Management Teams” list as part of the Eccker Bujdos Andrews Group.
Jeffrey B
Series 66
Holland, MI
Edward Jones
Ross D
CFP®, Series 63, Series 66
Holland, MI
Edward Jones
Michael C
Series 66
Holland, MI
Edward Jones
Kyle W
Series 66
Holland, MI
Edward Jones
Cameron R
CFP®, Series 66
Holland, MI
Edward Jones
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