Position:
Partner/Private Wealth Advisor at Main Street Financial Group
Location:
New York City Metropolitan Area, United States
Found email addresses for Jonathan Leis:
Found phone for Jonathan Leis:
Jan 2019 - Current
Dec 2012 - Jan 2019
Feb 2006 - Dec 2012
Jun 2004 - Mar 2006
Jonathan holds Certified Estate Planner, Certified Investment Management Analyst® (CIMA®), and Certified Private Wealth Advisor® (CPWA®) certifications.
CIMA® at The Wharton School
CPWA® at University of Chicago Booth School of Business Executive Education
Bachelor of Business Administration - BBA at Hofstra University
St. Anthonys High School
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