Jonell Walker, financial advisor Lancaster PA
89 score

Jonell Walker

CRD Number: 6178959
Current Firm: Janney Montgomery Scott LLC

Jonell Walker (CRD# 6178959) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Lancaster, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Janney Montgomery Scott Lancaster, PA Mar 2013 - Current 3
Sweet Stem Farm, LLC Lititz, PA Sep 2012 - Mar 2013 < 1
Commonwealth Of Pa, Dept. Of Public Welfare York, PA Feb 2012 - Sep 2012 < 1
Ephrata Community Hospital Ephrata, PA Jun 2011 - Feb 2012 < 1
Unemployed Lancaster, PA Nov 2009 - Jun 2011 1
County Of Lancaster, Pa Lancaster, PA Aug 1985 - Nov 2009 24
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Jonell L. Walker
Phone Number: 215-665-6000
Firm Website: http://www.janney.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    19,593
    MILLIONS
  • Total Number of Accounts
    60,602
    ACCOUNTS
  • Average Account Value
    $323,312
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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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