Jay Leon
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Jay Leon Email & Phone Number

Client Services Advisor at Palante Wealth Advisors at Palante Wealth Advisors
Location: Greater Philadelphia, United States 7 work roles 2 schools
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✓ Verified August 2026 3 data sources Profile completeness 100%

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Current company
Role
Client Services Advisor at Palante Wealth Advisors
Location
Greater Philadelphia, United States

Who is Jay Leon? Overview

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Jay Leon is listed as Client Services Advisor at Palante Wealth Advisors at Palante Wealth Advisors, based in Greater Philadelphia, United States. AeroLeads shows a matched LinkedIn profile for Jay Leon.

Jay Leon previously worked as Client Services Advisor at Palante Wealth Advisors and Insurance Sales Representative at Scottish American. Jay Leon holds Ba, Journalism from Rutgers University.

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Email format at Palante Wealth Advisors

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Palante Wealth Advisors

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Profile bio

About Jay Leon

Jay Leon is a Client Services Advisor at Palante Wealth Advisors at Palante Wealth Advisors. He possess expertise in term life insurance, employee benefits, property and casualty insurance, insurance, general insurance and 25 more skills.

Listed skills include Term Life Insurance, Employee Benefits, Property And Casualty Insurance, Insurance, and 26 others.

Current workplace

Jay Leon's current company

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Palante Wealth Advisors
Palante Wealth Advisors
Client Services Advisor at Palante Wealth Advisors
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7 roles

Jay Leon work experience

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Client Services Advisor

Current

Pennington, New Jersey, United States

Wearing several hats for this leading-edge financial firm, which is affiliated with the Medina Law Group, and which provides a deep, holistic approach to income, estate, and tax planning, as well as asset protection and retirement maximization. I am thrilled to be teamed with decade-long mentor and motivator Victor Medina CELA, CFP, RICP, the renowned elder-law attorney, to provide realistic solutions to age-old issues!

Jul 2021 - Present

Insurance Sales Representative

Voorhees Township, New Jersey, United States

Excited to thrive in the world of wholesale commercial insurance, where retail insurance agents bring their clients' coverage needs. From the small, cut-and-dried to the large / complex / challenging, this national agency handles a plethora of options from its 22 locations across the map, representing dozens of surplus lines and admitted carriers. While I've always been first point of contact for the actual insureds, I now also welcome agents to connect with their next submission.

Oct 2019 - Jul 2021

Licensed Insurance Advisor

Pennington Financial Advisors, Llc

Pennington, Nj

Continuing to serve all of your life, property & casualty. and health insurance needs to help keep you and yours financially safe!

Jul 2018 - Sep 2019

Sales Associate

Allstate - Carthon Financial Services

Burlington, New Jersey

Presenting you with ALLSTATE'S superior line of casualty and financial services products, as well as those of other insurers for your hard-to-place risks.

Jan 2017 - Jul 2018

Sr. Sales Associate

Mercerville, Nj

Proudly bringing ALLSTATE'S excellent casualty and financial services products to the NJ marketplace.

Jan 2016 - Oct 2016

Account Executive

Eja/Capacity Insurance

Bordentown, Nj

My 27 years of insurance expertise and this agency's vast array of top-notch insurers make this your final stop for comprehensive coverage at competitive prices--across all product lines! Please connect with me (609-291-9950 x134) to ensure that you have the insurance you need for your vehicles, residence, and personal protection. As always, I'll comb the market for the most suitable of these products for you, and make the gamut of life, disability, and long-term-care insurance available as well. With my second-to-none partners at the ready, your employee benefit and commercial insurance needs can also be expertly handled to make protection an easy commodity to install and maintain!

Mar 2015 - Dec 2015

General Insurance Supervisor

Hands-on sale of life, disability, long-term-care, and medical insurance, as well as employee benefits and fixed investment products. Also oversee partner relationships for the sale of casualty and commercial coverages, as well as investment / financial-planning arenas. Last but not least, help market the title insurance side of the agency.

May 2000 - Mar 2015
2 education records

Jay Leon education

Education record

Edison High School
FAQ

Frequently asked questions about Jay Leon

Quick answers generated from the profile data available on this page.

What company does Jay Leon work for?

Jay Leon works for Palante Wealth Advisors.

What is Jay Leon's role at Palante Wealth Advisors?

Jay Leon is listed as Client Services Advisor at Palante Wealth Advisors at Palante Wealth Advisors.

Where is Jay Leon based?

Jay Leon is based in Greater Philadelphia, United States while working with Palante Wealth Advisors.

What companies has Jay Leon worked for?

Jay Leon has worked for Palante Wealth Advisors, Scottish American, Pennington Financial Advisors, Llc, Allstate - Carthon Financial Services, and Allstate - Gilmer Insurance Agency, Llc.

How can I contact Jay Leon?

You can use AeroLeads to view verified contact signals for Jay Leon at Palante Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Jay Leon attend?

Jay Leon holds Ba, Journalism from Rutgers University.

What skills is Jay Leon known for?

Jay Leon is listed with skills including Term Life Insurance, Employee Benefits, Property And Casualty Insurance, Insurance, General Insurance, Health Insurance, Investments, and Brokers.

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