Jon Leise, Sr. Email & Phone Number

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 RetirementRetirement Income Planning401k Rollovers / Career ChangesManaging Taxes / Tax-free IncomeFixed-income SolutionFinancial PlanningEstate PlanningPortfolio Management