Janney Montgomery Scott LLC

Janney Montgomery Scott LLC (CRD# 463) is a financial advisory firm headquartered in Philadelphia, PA. They manage $19,593,327,347 in 60,602 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    19,593
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Janney Montgomery Scott LLC
Showing 1 - 10 of 999 top financial advisors.
1
David R. Dansby
CRD#: 3123835
1255 23rd Street Nw, Suite 810, Washington, DC 20037
101
Wealthminder
score

David Dansby (CRD# 3123835) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Washington, DC and has over 16 years of experience in the finance industry. David has taken additional exams to become a Certified Financial Planner (CFP®).

2
Logan J. Reed
CRD#: 5354145
555 Long Wharf Drive, Long Wharf Maritime Center, 11th Floor, New Haven, CT 06511
101
Wealthminder
score
Logan Reed (CRD# 5354145) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in New Haven, CT and has over 8 years of experience in the finance industry. Logan Reed has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
3
Daniel M. Benster
CRD#: 2525690
5 Market Place, New Hope, PA 18938
100
Wealthminder
score

Daniel Benster (CRD# 2525690) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in New Hope, PA and has over 21 years of experience in the financial advisory business.

4
Philip T. Krauss
CRD#: 4694425
1255 23rd Street Nw, Suite 810, Washington, DC 20037
98
Wealthminder
score
Philip Krauss (CRD# 4694425) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Washington, DC and has over 10 years of experience in the finance industry.
5
Kevin J. Wallace
CRD#: 2344874
1717 Arch Street, Philadelphia, PA 19103
98
Wealthminder
score

Kevin Wallace (CRD# 2344874) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Philadelphia, PA and has over 22 years of experience in the finance industry. He holds the Accredited Wealth Management Advisor (AWMA) designation from the College for Financial Planning. He specializes in helping clients understand how to organize and solve complex financial problems.

6
Richard T. Avallon
CRD#: 8996
2150 Post Road, 2nd Floor, Fairfield, CT 06824
96
Wealthminder
score

Richard Avallon (CRD# 8996) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Fairfield, CT and has over 32 years of experience in the finance industry. Richard Avallon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Michael J. Ballestrini
CRD#: 5673728
800 Post Road, 2nd Floor, Darien, CT 06820
96
Wealthminder
score

Michael Ballestrini (CRD# 5673728) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Darien, CT and has over 7 years of experience in the finance industry. Michael Ballestrini has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Henry E. Batts
CRD#: 5893210
1441 Main Street, Suite 700, Columbia, SC 29201
96
Wealthminder
score

Henry Batts (CRD# 5893210) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Columbia, SC and has 6 years of experience in the finance industry.

 

www.greatsouthadvisorygroup.com

9
Joseph A. Bell
CRD#: 2457141
346 Third Street, Marietta, OH 45750
96
Wealthminder
score

Joseph Bell (CRD# 2457141) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Marietta, OH and has over 22 years of experience in the finance industry.

10
Sandra P. Bell
CRD#: 724501
346 Third Street, Marietta, OH 45750
96
Wealthminder
score

Sandra Bell (CRD# 724501) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Marietta, OH and has over 35 years of experience in the finance industry. Sandra Bell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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