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Janney Montgomery Scott Llc
Philadelphia, Pennsylvania
3.5
2 Reviews
Janney Montgomery Scott LLC, a national investment advisory firm headquartered in Philadelphia, PA, is dedicated to serving the financial needs of its diverse client base. With over 144,890 individual clients and an impressive $73,000,611,000 in assets under management, the firm has established itself as a trusted partner in wealth management. Janney Montgomery Scott LLC operates through a vast network of 119 offices, providing personalized investment solutions across the country.
In addition to their investment advisory services, Janney Montgomery Scott LLC offers a range of financial solutions to cater to their clients' compreh...see more
Assets Under Mgmt
$73B
Investment Professionals
1202
Locations
118
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
- Commissions
- Other
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Other Business Activities
- Broker-dealer (Registered or unregistered)
- Insurance broker or agent
- Trust Company
- Registered municipal advisor
Disclosures
- Do any of the events below involve you or any of your supervised persons?
- SEC or CFTC violation of regulation or statutes
- SEC or CFTC entered an order against you in connection to investment related activities
- SEC or CFTC imposed civil money penalty or cease and desist from an activity
- Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
- Orders brought against in connection to investment related activities (10yrs)
- Had investment related business activity restricted by federal regulatory agency
- Found to have been involved in a violation of self-regulatory organizations rules
Reviews for Janney Montgomery Scott Llc
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