Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathon? Claim Your ProfileJonathon Carson Leise is a financial advisor currently employed at Janney Montgomery Scott LLC, based in Philadelphia, PA. Jonathon Leise has been working in the industry since April 2, 1981, and has held various positions at several firms prior to joining Janney Montgomery Scott LLC. Jonathon Leise has a wide range of experience in the financial services industry, specializing in investment advisory services and financial planning for individuals, businesses, and institutions. Leise is also a Certified Financial Planner.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
08/04/2016 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
MD
06/30/1989 - 11/05/1992
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
09/26/1985 - 07/27/1989
DEAN WITTER REYNOLDS INC.
NY
03/23/1981 - 07/27/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
04/29/1985 - 09/19/1985
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 06/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/30/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1986
Series 3 - National Commodity Futures Examination
BC
Issued 06/03/1982
Series 5 - Interest Rate Options Examination
BC
Issued 03/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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