David Geddes (CRD# 1704942) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Toms River, NJ and has over 36 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 6728845
Ades Wealth Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Janney Montgomery Scott | Toms River, NJ | Dec 2021 - Current | 2 |
| Janney Montgomery Scott Inc. | Edison, NJ | Nov 1994 - Dec 2021 | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1987 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2004 |
- FL
- MA
- NJ
- TX
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Total Assets Under Management85,895MILLIONS
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Total Number of Accounts226,034ACCOUNTS
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Average Account Value$380,010
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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, WY
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