Jessica Louise Landis, CFP®, ChFC®

Philadelphia, Pennsylvania, United States

+91 xxxx xxxxx

[email protected]

1000 followers

Timeline
Current Company
Oct 2018 - now
VP, Head of Investment Solutions
Janney Montgomery Scott LLC
About me
Vice President - Head of Investment Solutions
Education
- The american college of financial services
  2011 - 2014
  Certified financial planner tm (cfp®) financial planning and services
- West chester university of pennsylvania
  2006 - 2010
  B.a. communication studies & b.s. in finance
  Activities and Societies: Students in Communication Association of Women in Communication American Marketing Association Student Government Students Actively Involved in Leadership (S.A.I.L) Student Leadership Challenge Executive Leadership Challenge
- The american college of financial services
  2014 - 2016
  Chartered financial consultant® (chfc®)
- The wharton school
  2017 - 2019
  Sifma securities industry institute
  The Securities Industry Institute® (SII) is the premier executive development program for financial industry professionals, hosted by SIFMA and Wharton.Program Objectives:Enhance working knowledge of participants in key functions of the financial services industryProvide leadership viewpoints and experiences for future career developmentEquip participants with practical information and resources useful in their present responsibilities
Experience
- Janney montgomery scott llc
  Oct 2018 - now
  Vp, head of investment solutions
  Jessica Landis serves as Vice President, Head of Investment Solutions at Janney Montgomery Scott LLC in Philadelphia, PA. 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 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. Show less
Licenses & Certifications
- Certified financial planner tm
Honors & Awards
- Awarded to Jessica Louise Landis, CFP®, ChFC®
  Million Dollar Round Table Million Dollar Round Table Dec 2015 Million Dollar Round Table Qualified 2011-2015Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 43,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 67 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized… Show more Million Dollar Round Table Qualified 2011-2015Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 43,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 67 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business. Show less
- Awarded to Jessica Louise Landis, CFP®, ChFC®
  Senate I Club Qualifier Securian Financial Dec 2015
- Awarded to Jessica Louise Landis, CFP®, ChFC®
  Associate Advisor of the Year Legacy Planning Partners Dec 2014 Awarded 2012-2014
- Awarded to Jessica Louise Landis, CFP®, ChFC®
  Excellence in Performance Securian Financial Dec 2014 Excellence in Performance Club qualifier 2011-2014
- Awarded to Jessica Louise Landis, CFP®, ChFC®
  Pinnacle Club Securian Financial Dec 2014
- Awarded to Jessica Louise Landis, CFP®, ChFC®
  Focus Club Securian Financial Dec 2013
- Awarded to Jessica Louise Landis, CFP®, ChFC®
  Foundation Club Securian Financial Dec 2011 2011 & 2012
Volunteer Experience
- Executive Board Member
  Issued by Women in Leadership and Service at West Chester University's Foundation on Jan 2014
  Associated with Jessica Louise Landis, CFP®, ChFC®