Jessica Landis serves as First Vice President, Director of Practice Management at Janney. In this role, she is responsible for leading the teams and business initiatives focused on organic growth at the Firm. This includes business development, practice management technology, teaming, succession planning, learning programs, recognition, and the client service model for Janney’s top households.
Jessica joined Janney in 2016. During her tenure, she led Janney’s team of Certified Financial Planners who support Janney’s 900 Financial Advisors as well as led the launch of Janney’s financial planning platform. She then led the teams responsible for Janney’s wealth and investment solution offering, which includes insurance, lending, annuities, retail trading, and investment solutions. In this role she focused on positioning the Janney platform to help identify solutions that meet the needs of Janney’s clients, which were uncovered through planning discussions.
Under her leadership, Janney won a 2018 WealthManagement.com Industry Award in the technology category for the launch and development of Janney’s comprehensive financial planning platform and a 2020 Industry Award for Janney’s work on its education planning platform and advisor education.
Prior to joining Janney, Jessica served clients as a financial advisor within a team-based model, which focused on delivering comprehensive planning designed to support wealthy families so they can successfully transfer their wealth by focusing on their values. As a financial advisor she regularly hit club-level achievements including the Million Dollar Round Table.
Jessica is Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®) and a graduate of the SIFMA Securities Industries Institute program at the Wharton School of the University of Pennsylvania. She graduated from West Chester University with a Bachelor of Arts in Communication Studies and a Bachelor of Science in Finance. She holds her Series 7, 66, and Life Accident and Health licenses.