Jonathon Leise
Jonathon Leise is a CFP-designated registered investment advisor at Janney Montgomery Scott LLC, based in Philadelphia, PA, with 44 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 239,256 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Janney charges a fee based on a percentage of the assets managed in your account. This fee covers investment management, trading, custody, and performance reporting. Fees are negotiable and may vary based on the size of your account and the services provided. Janney may also offer investment advisory services on a non-wrap basis, where you pay separately for transactions and custody.
Location
1717 Arch Street, 21st Floor, Philadelphia, PA, 19103
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Regulatory History (2)
Customer Dispute
March 2003Employment Separation After Allegations
June 1989Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Legg Mason Wood Walker, IncorporatedBroker
Dean Witter Reynolds INC.Broker
Drexel Burnham Lambert IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations39 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.