Justin Kaleta (CRD# 7407215) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Sunbury, PA and has over 2 years of experience in the finance industry.
CRD# 5625453
Private Advisor Group, LLC
CRD# 1375505
Ameriprise Financial Services, LLC
CRD# 1209925
Trustmont Advisory Group, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Janney Montgomery Scott LLC | Sunbury, PA | Nov 2021 - Current | 2 |
Janney Montgomery Scott LLC | Sunbury, PA | Jul 2021 - Nov 2021 | < 1 |
Bucknell University | Lewisburg, PA | Aug 2017 - May 2021 | 3 |
Line Mountain High School | Herndon, PA | Jun 2019 - Aug 2020 | 1 |
Bucknell University | Lewisburg, PA | Jun 2015 - Aug 2018 | 3 |
Line Mountain Middle & High School | Herndon, PA | Aug 2011 - Jun 2017 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2021 |
- PA
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Total Assets Under Management85,895MILLIONS
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Total Number of Accounts226,034ACCOUNTS
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Average Account Value$380,010
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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