Janney Montgomery Scott LLC
Janney Montgomery Scott LLC (CRD# 463) is a financial advisory firm headquartered in Philadelphia, PA. They manage $27,301,131,322 in 84,453 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management27,301MILLION
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Total Number of Accounts84,453ACCOUNTS
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Average Account Value$323,270
- 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
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®).
Logan Reed (CRD# 5354145) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in New Haven, CT and has over 11 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.
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.
John Olson (CRD# 4653160) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Allentown, PA and has over 15 years of experience in the finance industry.
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.
Andrew Alcarese (CRD# 2870896) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Greenville, DE and has over 20 years of experience in the finance industry. Andrew Alcarese 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.
Andrew Aubrey (CRD# 2768578) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in West Hartford, CT and has over 22 years of experience in the finance industry. Andrew Aubrey 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.
Richard Avallon (CRD# 8996) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Fairfield, CT and has over 34 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.