Experience

Jessica Landis 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. Prior to being promoted, Jessica served as Janney’s Director of Financial Planning, where she 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.

Jessica joined Janney in 2016 after serving as a financial advisor with Legacy Planning Partners. During her six-year tenure at Legacy, she was part of an advisory team with a focus on comprehensive financial planning. Her role included designing financial plans, determining product solutions and educating clients on the most suitable options. She specialized in working with pre-retirees and on multi-generational plans, with a focus on strengthening the customer relationship through the financial planning process. As an advisor, Jessica was also a member of the prestigious Million Dollar Round Table.

Jessica 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 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.

Designations

  • CFP®
  • ChFC®

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