Jon Leise Sr. Email Address

Assistant Branch Manager

With roots dating to 1832, Janney Montgomery Scott LLC (Janney) is a full-service financial services firm, providing comprehensive financial advice, investment solutions and superior service to individual, corporate and institutional investors.

I joined Janney in 1992 and serve as Executive Vice President/Investments and Assistant Branch Manager of the Philadelphia office. I have developed a client service philosophy that focuses on highly personal and attentive relationships and customized, objective services. I believe that the key to financial success lies in a holistic financial planning approach which I implement by providing a variety of specialized products and services. I am also a member of Janney's CEO Roundtable and FA Advisory Council. Before joining Janney, I worked as a financial analyst for the RCA Service Company and as a registered representative with Dean Witter Reynolds and Legg Mason Wood Walker. I received my Bachelor of Arts degree from Franklin & Marshall College and Masters of Business Administration degree from Drexel University. I furthered my education by earning a CERTIFIED FINANCIAL PLANNER™ designation from the College for Financial Planning and the Accredited Wealth Management Advisors certificate from The Wharton School of Business at the University of Pennsylvania. Currently, I am seeking a Post-Graduate degree in Gerontology at Saint Joseph's University. Outside of the office, I serve as an active member of my community. I am a former member of the West Deptford Planning Board, the Woodbury Zoning Board, the Riverwinds Advisory Board, and the Collingswood Board of Education. I reside in West Deptford, NJ with my wife Debby. We have three daughters, two sons, and eight grandchildren. Look for updates on my ever-expanding family in my quarterly newsletter, which can be found at leisewmg.com. Specialties: Planning for Retirement Retirement Income Planning 401k Rollovers / Career Changes Managing Taxes / Tax-free Income Fixed-income Solution Financial Planning Estate Planning Portfolio Management