Janney announced Jessica L. Landis, CFP®, ChFC®, has been promoted to Head of Investment Solutions.
PHILADELPHIA, PA – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services, and investment banking firm headquartered in Philadelphia, PA, announced Jessica L. Landis, CFP®, ChFC®, has been promoted to Head of Investment Solutions. In this role, she is responsible for overseeing the ongoing marketing and support of all investment and insurance company solutions as well as the firm’s retail equity, option, preferred and fixed income trading efforts.
“Jessica has a thorough understanding of our clients’ needs today for not only a comprehensive financial plan, but education and guidance to the appropriate mix of investment products and solutions to support that plan. Her unique combination of industry experience as a financial advisor and a Certified Financial Planner™ will bring great value to our advisors and clients in this new role,” said Kevin Reed, Senior Vice President, Head of Wealth Management.
Based out of the firm’s Philadelphia headquarters, Ms. Landis joined Janney in 2016 after serving as a financial advisor with Legacy Planning Partners. Prior to her promotion, she served as Janney’s Director of Financial Planning and led the day-to-day management and operations of the firm’s Wealth Planning team. Under her leadership, the team won a 2018 WealthManagement.com Industry Award in the technology category for the launch and development of Janney’s comprehensive financial planning platform.
Ms. Landis regularly authors articles on various financial planning topics for Janney and is frequently quoted in publications such as The Wall Street Journal, US News & World Report, MarketWatch, Yahoo! Finance and NerdWallet. She is Certified Financial PlannerTM (CFP®), Chartered Financial Consultant® (ChFC®) and is currently enrolled in the SIFMA Securities Industries Institute program at the Wharton School of the University of Pennsylvania. She earned a B.A. in Communication Studies and a B.S. in Finance from West Chester University.
About Janney Montgomery Scott LLC
Janney provides advice to individual, corporate, and institutional clients. Our expertise includes guidance about asset management, corporate and public finance, equity and fixed income investing, equity research, institutional equity and fixed income sales and trading, investment strategy, financial planning, mergers and acquisitions, public and private capital raising, portfolio management, retirement and income planning, and wealth management. Janney is an independently-operated subsidiary of The Penn Mutual Life Insurance Company and is a member of the Financial Industry Regulatory Authority (FINRA), and Securities Investor Protection Corporation (SIPC). Additional company information is available at www.janney.com.
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