Jonathan B. Leis, CIMA®️, CPWA®️, CWS®, CEP® is a Private Wealth Advisor at Main Street Financial Group, an independent firm assisting clients with personalized financial planning and diversified asset management. He focuses on private wealth planning and risk-managed investment advice for high-net-worth individuals, business owners, retirees, and corporate executives. Jonathan’s extensive 19 years of experience provides him the knowledge and focus in the areas of complex retirement and estate planning strategies. Initially, after graduating college Jonathan was employed at Smith Barney and has also worked for three other preeminent firms, having worked at JP Morgan Chase, HSBC Securities Inc in 2006, and moving to Citi Group Global Markets in 2012, all where he served as Vice President Financial Advisor. After his years at Citi Group Global Markets, he achieved his position at Main Street Financial Group.
Jonathan holds a Bachelor of Business Administration degree from Hofstra University. He has been awarded the prestigious CERTIFIED PRIVATE WEALTH ADVISOR (CPWA®) certification in 2016 at The University of Chicago Booth School of Business, and the CERTIFIED INVESTMENT MANAGEMENT ANALYST (CIMA®️) certification in 2017 at The Wharton School of the University of Pennsylvania. He is also a Certified Wealth Strategist (CWS®) as well as a Certified Estate Planner (CEP®). Mr. Leis is a Registered Representative with Kestra Investment Services and an Investment Advisor Representative with Kestra Advisory Services.
Jonathan is a resident of St. James where is lives with his wife and his 3 adorable children.