Amy Leis
Investment adviser representative at Main Street Financial Solutions, LLC
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Main Street Financial Solutions, LLCMar 2020 to now
- Main Street Financial Solutions,LLC d/b/a Juno Wealth ManagementJul 2019 to now
- Janney Montgomery Scott LLCJul 2008 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Main Street Financial Solutions, LLC
$2.5BAssets managed
2,111Clients
41Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5011467
- Firm CRD
- 305834