Janney Montgomery Scott LLC

Financial Advisor in Lemoyne, PA

Firm Info
Address: 20 Erford Rd Suite 315, Lemoyne, PA 17043, USA
Phone: (717) 731-4400

Firm Size
Assets Under Management: $81.3 billion
# of Advisors: 1,179
# of Clients: 203,125
Client to Advisor Ratio: 172:1
Average Account Size: $400,475
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Insurance Companies
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)
  • Commissions
  • Other

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Janney Montgomery Scott LLC Overview

Janney Montgomery Scott LLC is a registered investment advisory firm that has been in business since 1971 and is based in Philadelphia, PA. As a fee-based firm, Janney Montgomery Scott LLC offers a range of financial services to its clients such as financial planning, portfolio management, pension consulting services, and the selection of other advisors. Apart from its standard portfolio management services for individuals and small businesses, Janney Montgomery Scott LLC also offers portfolio management services for businesses or institutional clients. The firm provides educational seminars and workshops that help its clients to stay abreast of the latest trends in the financial industry. As a broker-dealer, insurance broker/agent, trust company, and municipal advisor, Janney Montgomery Scott LLC provides investment advice to its clients. Its portfolio management services are designed to help clients build and diversify their investment portfolios while also taking into consideration their individual risk tolerance levels. Whether you're an individual or a business owner looking to invest, Janney Montgomery Scott LLC offers tailored solutions to help you achieve your investment goals. With over five decades of experience in the financial industry, the firm is well equipped to provide its clients with the tools, expertise, and insights needed to navigate the ever-changing financial landscape.

Janney Montgomery Scott LLC is dedicated to serving a wide range of clients with various needs and resources. The firm understands that each client is unique and requires tailored solutions to meet their financial goals. Among the clients served are individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, state or municipal government entities, insurance companies, and other corporate types not listed. Whether the client requires investment management, retirement planning, estate planning, or other financial services, Janney Montgomery Scott LLC provides expertise and guidance. Janney Montgomery Scott LLC offers a variety of fee structures depending on the service provided. These fee structures include a percentage of assets under management (AUM), fixed fees, commissions, and other types of fees that may be more suitable for specific services. The firm recognizes that clients have different preferences and needs, and offers fee structures that align with these requirements. For clients who prefer a percentage of AUM, the fee is based on the total amount of assets that are managed by the firm. For clients who prefer fixed fees, fees are set at a predetermined amount for the service provided. For commission-based services, the fee is based on the transaction or investment amount. Janney Montgomery Scott LLC offers flexible fee structures that suit the unique needs of each client.

Typical Clients, Fee Structures & Investment Minimum

According to JANNEY MONTGOMERY SCOTT LLC's Part 2 Brochure, the firm does not mention any specific investment minimum for their services.

How This Office Can Help Lemoyne, PA Residents

Janney Montgomery Scott LLC is a financial services company that offers a range of solutions to clients in Lemoyne, PA, and beyond. The firm provides investment advice, portfolio management, and other financial services that are tailored to the specific needs of each client. A resident of Lemoyne, PA, might seek Janney Montgomery Scott LLC's assistance to manage their retirement savings. The firm offers wealth management solutions that are designed to help clients grow and preserve their assets over the long term. Additionally, some clients in Lemoyne, PA, might be looking to invest in specific industries or asset classes. Janney Montgomery Scott LLC provides investment recommendations that are based on a thorough evaluation of the fundamental factors affecting different industries or asset classes.

To view the Minimum Investment and Fee Schedule for Janney Montgomery Scott LLC, visit their Part 2 Brochure.

Services Offered by Janney Montgomery Scott LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Janney Montgomery Scott LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Commissions
Other
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 20 Erford Rd Suite 315, Lemoyne, PA 17043, USA
Phone (717) 731-4400
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 1717 ARCH STREET, PHILADELPHIA, PA 19103, United States

This firm has no other locations.

State Registrations

Janney Montgomery Scott LLC is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Puerto Rico
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Virgin Islands

Disciplinary History

Janney Montgomery Scott LLC does not have any disclosures. Please visit it's Form ADV for more details.