Jean GoodCRD Number: 5417814
Current Firm: Janney Montgomery Scott LLC
Jean Good (CRD# 5417814) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Lancaster, PA and has over 9 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Kaufman Advisory Services, Inc.
|Janney Montgomery Scott LLC||Lancaster, PA||Aug 2007 - Current||10|
|Sterling Financial Corporation||Lancaster, PA||Jun 2000 - Aug 2007||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2008|
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