Janney Montgomery Scott LLC

Retirement Planning Firm in Lewisburg, PA

Firm Info
Address: 309 N 5th St C, Sunbury, PA 17801, USA
Phone: (570) 286-6447

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

Get Connected with a Financial Advisor

* required fields

Janney Montgomery Scott LLC Overview

Janney Montgomery Scott LLC is a well-established investment advisory firm that has been in business since 1971. Headquartered in Philadelphia, PA, the firm operates as a broker-dealer, insurance broker/agent, trust company, and municipal advisor while providing investment advice. Janney Montgomery Scott LLC operates on a fee-based arrangement and offers a range of services to its clients. The firm offers financial planning services, providing tailored financial advice to individuals and small businesses. It also offers portfolio management services for businesses or institutional clients based on individual needs and goals. Additionally, the firm provides pension consulting services designed to help clients manage their retirement funds. Clients can also benefit from Janney Montgomery Scott LLC's selection of other advisors, ensuring that clients have access to the most qualified advisors in the field. Janney Montgomery Scott LLC also conducts educational seminars and workshops, teaching clients how to invest successfully and make informed decisions. With its extensive experience in the industry, the firm has established itself as a trusted investment advisor, offering a wide range of services to meet the diverse needs of its clients.

JANNEY MONTGOMERY SCOTT LLC takes pride in serving a diverse range of clients. Their clientele includes individual investors, high net worth individuals, pension or profit sharing plans, charitable organizations, state or municipal government entities, insurance companies, and other corporations types not listed. With such a broad spectrum of clients, the firm has the capacity to offer tailored solutions that fulfill diverse needs. As a result, clients can expect a top-notch service experience whether they're new or established in the financial world. When it comes to fee structures, JANNEY MONTGOMERY SCOTT LLC offers various pricing options depending on the services provided. Clients can choose from percentage of AUM (assets under management), which is a type of fee that's assessed annually at the end of each quarter and based on a percentage of the total value of the assets in the account. Alternatively, fixed fees may be a better fit for those seeking a predictable, consistent pricing model. Commission-based structures are also available, which assess a fee each time a transaction takes place. Lastly, there are other types of fees that may be applicable depending on the service received, and the team at JANNEY MONTGOMERY SCOTT LLC is always transparent in communicating pricing so clients have a clear understanding of what they're paying for.

Typical Clients, Fee Structures & Investment Minimum

According to JANNEY MONTGOMERY SCOTT LLC's Part 2 Brochure, the firm does not mention an investment minimum.

How This Office Can Help Lewisburg, PA Residents

Janney Montgomery Scott LLC is a full-service financial firm that is dedicated to providing tailored investment advice and financial planning services to clients in Lewisburg, PA. They assist individuals, families, and businesses in a variety of financial situations, including retirement planning, investment management, estate planning, tax planning, and wealth management. For clients living in Lewisburg, PA, Janney Montgomery Scott LLC can help with specific financial challenges such as saving for retirement, managing investments, and planning for the future. With the cost of living increasing in Lewisburg, many clients may find it challenging to save enough money for retirement, and Janney Montgomery Scott LLC can provide guidance on setting up retirement accounts and making investment decisions that can help them reach their financial goals. Additionally, with estate planning, clients can ensure that their assets are protected and properly distributed to their heirs. Janney Montgomery Scott LLC also helps with managing taxes as tax laws continue to change, and creates plans to mitigate tax liabilities. Overall, Janney Montgomery Scott LLC offers strategic financial planning and investment advice tailored to its clients' financial needs.

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 309 N 5th St C, Sunbury, PA 17801, USA
Phone (570) 286-6447
Directions
Google My Business Reviews:

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.