Jonathan SefcikCRD Number: 5045128
Current Firm: Janney Montgomery Scott LLC
Jonathan Sefcik (CRD# 5045128) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Albany, NY and has over 15 years of experience in the finance industry.
Goldman Sachs Ayco Personal Financial Management
Cetera Investment Advisers LLC
Pks Advisory Services, LLC
|Janney Montgomery Scott LLC||Philadelphia, PA||Nov 2008 - Current||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2006|
Total Assets Under Management62,029MILLIONS
Total Number of Accounts171,451ACCOUNTS
Average Account Value$361,791
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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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