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Tracy Jones

Investment Advisor Representative
Tracy Jones portrait

Tracy Jones has navigated a remarkable journey from the baseball diamond playing for the Cincinnati Reds to the realm of financial advisory, bringing with him a wealth of experience and a deep commitment to his clients' success.

Throughout his baseball career, Jones was not just a player; he was a student of the game, learning the critical importance of making adjustments and strategic thinking—skills that would later serve as the foundation of his approach to financial planning.

 

As a Registered Investment Advisor holding Series 7 and Series 63 licenses, Jones brings a unique perspective to his work at Leshnak Wealth. His extensive career in baseball provided him with unparalleled insights into the financial challenges and opportunities faced by high-earning individuals. This experience has made Jones acutely aware of the importance of financial management, both in terms of preserving wealth and seeking opportunities for growth.

 

Beyond his technical expertise, Jones is known for his sincere dedication to his clients. He believes in building relationships based on trust and mutual respect, taking the time to understand each client's unique situation, goals, and concerns. This client-centric approach is a testament to Jones's genuine care for the individuals and families he serves. He leverages his life experiences, from the highs and lows of a professional sports career to the nuances of financial markets, to guide his clients through their financial journeys.

To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck.

DISCLOSURE STATEMENT

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Leshnak Wealth, 7182 Liberty Centre Drive Unit I, West Chester, OH 45069, United States

(513) 779-3777

bob@leshnakwealth.com

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Customer Relationship Summary

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Leshnak Wealth is a marketing designation. Securities and investment advisory services offered through Osaic Wealth, Inc. (Osaic Wealth), member FINRA/SIPC. Additional advisory services offered through Southland Equity Partners, LLC, a registered investment advisor. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Insurance services offered through Leshnak Financial Group, LLC. Tax Preparation offered through Leshnak Tax Preparation, LLC.

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This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, DE, FL, GA, IL, IN, KS, KY, MA, MI, MN, MO, NC, NE, NJ, NY, OH, OK, OR, PA, SC, TN, VA, WA, and WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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