Jessica Niles, financial advisor Saratoga Springs NY
89 score

Jessica Niles

CRD Number: 6259985
Current Firm: Janney Montgomery Scott LLC

Jessica Niles (CRD# 6259985) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Saratoga Springs, NY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Sep 2015 < 1
Morgan Stanley Saratoga Springs, NY Oct 2013 - Sep 2015 1
Mazzone Hospitality Saratoga Springs, NY May 2013 - May 2015 2
University Of Maryland College Park, MD Aug 2009 - May 2013 3
Shaker High School Latham, NY Sep 2005 - Jul 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Jessica S. Niles
Phone Number: 215-665-6000
Firm Website: http://www.janney.com
Registered State(s):
  • NJ
  • TX
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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