Jonathan GanzertCRD Number: 870628
Current Firm: Janney Montgomery Scott LLC
Jonathan Ganzert (CRD# 870628) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Charlotte, NC and has over 27 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Janney Montgomery Scott LLC||Philadelphia, PA||Jul 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1990|
|S66||NASAA Uniform Combined State Law Examination||Mar 2005|
Total Assets Under Management19,593MILLIONS
Total Number of Accounts60,602ACCOUNTS
Average Account Value$323,312
- 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