Jonathan Sefcik, financial advisor Albany NY

Jonathan Sefcik

CRD 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.

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Company Name Location Dates Years
Janney Montgomery Scott LLC Philadelphia, PA Nov 2008 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2006
Contact Info for Jonathan A. Sefcik
Phone Number: 215-665-6000
Registered State(s):
  • CA
  • NY
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    62,029
    MILLIONS
  • Total Number of Accounts
    171,451
    ACCOUNTS
  • Average Account Value
    $361,791
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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