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Jon Leise Sr. Email Address


Job Title

Assistant Branch Manager

Janney Montgomery Scott

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

Last University
Attended Drexel University
Is based in West Deptford.

Other people working at Janney Montgomery Scott:

Deborah PinnixHuman Resources Manager
Ann BrancatoFirst Vice President Wealth Management Financial Advisor
Craig GenkingerFinancial Advisor, Senior Vice President and Wealth Management
Wally DanforthFirst Vice President Wealth Management Group, Financial Advisor
Michael FetrowFinancial Advisor
John CiccaroneProject Manager
Karen ShakoskeSenior Vice President, Head of Marketing and Corporate Communications
Dominick DigiacomoVice President, Talent Management Director
Robert ThielmannChief Information Officer
Meredith BettsLearning Events Content Specialist
T. Traskos********@janney.com
Raj ChilumulaVice President Applications
Peter BilinskyVice President, Human Resources
Anthony MillerExecutive Vice President, Director of Marketing and Corporate Communications
Joe TimminsIndependent Human Resources Consultant
W. Alves******@janney.com
L. Springer*********@janney.com
William ('Bill') JonesExecutive Vice President and Private Client Group
R. Raines*******@janney.com
Norman L OremlandSenior Vice President and Wealth Management
D. Brown******@janney.com
David AllenBusiness Consultant
Robert KanzerManaging Director, Higher Education and Not-For-Profit Financial Advisory Group
Timothy ScheveChief Executive Officer of Janney Montgomery Scott and Growth Chief Executive Officer and Outside Director and Financial Services
Murray Carter*******@janney.com

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