Jonathon Leise
Jonathon Leise is a CFP-designated registered investment advisor at Janney Montgomery Scott LLC, based in Sarasota, FL, with 45 years of industry experience. Jonathon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 243,808 clients with $110B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5.0M - $10.0M | 2.00% |
| $10.0M - $25.0M | 2.00% |
| $25M+ | 2.00% |
Fees represent maximum financial advisor fees; additional third-party manager sub-advisory fees may apply depending on the program. All fees are negotiable.
Fee Estimator
Location
Sarasota, FL
Get directionsHistory
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.
Exams
More Advisors
- David BerrettaJanney Montgomery Scott LLC
- Glenn HamlerJanney Montgomery Scott LLC
- Michael OhlmanJanney Montgomery Scott LLC
- Regina OhlmanJanney Montgomery Scott LLC
- Michael Fuller, CFP, ChFCNorthwestern Mutual Investment Services,llc
- Dean Mackey, CFPEdward Jones