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Christopher Anthony Shaffer

Advisor at Janney Montgomery Scott — Ligonier, PA

Updated today

Credentials

CFP®, Series 65, Series 63

Experience

4 years

Location

Ligonier, PA 15658-1228

Janney Montgomery Scott logo

Janney Montgomery Scott

Enterprise

Total advisors

1,341

Across 159 offices

Clients per advisor

179 Very High

Avg AUM per client

$406,735 Typical

HNW client ratio

42% Very High

About

Christopher Shaffer is a CFP® with four years of industry experience, currently affiliated with Janney Montgomery Scott. His prior roles include positions at Global Retirement Partners, LPL Financial, and Berteotti Insurance & Financial Services. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, providing a range of brokerage, financial planning, and advisory services through in-house and third-party portfolio management.

Client services

Based on Janney Montgomery Scott

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Janney Montgomery Scott

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management

Occupation focus

Based on Janney Montgomery Scott

Executive Founder/Business Owner

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Fee options

Fixed

Flat fees may be charged for financial planning, consulting services, and certain Retirement Plan Investment Advisory Services.

Percentage

$0 - $500,000: up to 2.00% $500,001 - $1,000,000: up to 2.00% $1,000,001 - $3,000,000: up to 2.00% $3,000,001 - $5,000,000: up to 2.00% $5,000,001 - $15,000,000: up to 2.00% $15,000,001 - $25,000,000: up to 2.00% $25,000,001+: up to 2.00%

Commissions

Commission-based annuities held in non-qualified Partners Advisory and Compass Programs; commissions and trails may apply.

Other

Account minimum: $5,000

Location

See office

Ligonier, PA

121 East Main Street

Ligonier PA 15658-1228

Advisors at this office

10

Most active in

Pennsylvania

Work history

4 years of industry experience

Janny Montgomery Scott LLC

2025 - Present • 1 year

Ligonier, PA

Janney Montgomery Scott

2023 - 2025 • 2 years

Ligonier, PA

Global Retirement Partners, LLC

2022 - 2023 • 1 year

San Rafael, CA

LPL Financial

2021 - 2023 • 2 years

Pittsburgh, PA

HB Retirement

2021 - 2023 • 2 years

Pittsburgh, PA

Berteotti Insurance & Financial Services

2020 - 2020 • 1 year

Shippenville, PA

LPL Financial

2020 - 2020 • 1 year

Pittsburgh, PA

Clarion University of Pennsylvania

2018 - 2021 • 3 years

Clarion, PA

Walmart Inc.

2016 - 2021 • 5 years

Clarion, PA

Triangle Tech

2015 - 2017 • 2 years

Dubois, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Robert R

Series 66

Latrobe, PA

Rodino Wealth Management LLC

Robert Rodino Jr. is the founder and sole advisor of Rodino Wealth Management LLC, an independent advisory firm based in Latrobe, PA. He holds a Series 66 designation and has two years of experience in the financial industry, including prior work with Ameriprise. In addition to his advisory role, Rodino maintains a licensed insurance agent activity with limited time devoted to insurance sales. Rodino Wealth Management LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm tailors investment strategies to client goals and risk tolerances, conducts quarterly reviews including rebalancing and tax-loss harvesting, and manages each account separately through a designated custodian.

General estate planning guidance Charitable giving & philanthropy
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Laura M

CFP®, Series 65

Ligonier, PA

Manion Financial Solutions LLC

Laura Manion is a CFP® and holds a Series 65 license, with two years of experience in financial advising. She is the principal of Manion Financial Solutions LLC and has prior experience as a self-employed tutor and as an educator at Live Oak School. Outside of advising, she tutors K-12 students for approximately 20 hours per week. Manion Financial Solutions LLC provides fee-only financial planning services primarily for individuals and high-net-worth clients through various engagement types. The firm also offers business-planning and employee-benefits consulting for business owners and conducts educational seminars, utilizing multiple analytical approaches and accommodating socially responsible investment preferences.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General tax planning
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Isaac N

Series 65

Ligonier, PA

Jarrod Adams Investing, LLC

Isaac Neidbalson is a financial advisor at Jarrod Adams Investing, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked briefly at Northwestern Mutual and has held various roles including at Laurel Valley Golf Club and Ligonier Valley School District. Jarrod Adams Investing, LLC provides discretionary investment advisory and wealth management services to individuals, high net worth individuals, trusts, and estates. The firm manages approximately $73.2 million in client assets and employs a primarily long-term investment approach using mutual funds, ETFs, individual stocks, bonds, and occasionally options for hedging.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Nick A

Series 65

Ligonier, PA

Covington Investment Advisors, Inc.

Nick Allen is a Series 65-licensed financial advisor at Covington Investment Advisors, Inc. with five years of industry experience. He has been with Covington Investment Advisors since 2018, following a four-year period at Indiana University of Pennsylvania. Covington Investment Advisors is a fee-only, SEC-registered firm that provides personalized financial planning and portfolio management to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm emphasizes long-term, fundamental security analysis and strategic asset allocation tailored to clients’ goals and risk tolerance.

General retirement planning Cash flow / budgeting Founder/Business Owner Mid-Career Professionals
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Jacob D

Series 65

Ligonier, PA

Covington Investment Advisors, Inc.

Jacob Devlin is a financial advisor at Covington Investment Advisors, Inc. with a Series 65 designation and one year of industry experience. His prior work includes roles at PNC Financial Services, Hollister, Giant Eagle, and the Penn-Trafford School District. Covington Investment Advisors is a fee-only, SEC-registered firm providing personalized financial planning and portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm focuses on long-term, fundamental security analysis and strategic asset allocation tailored to clients’ goals and risk tolerance, managing most assets on a discretionary basis.

General retirement planning Cash flow / budgeting Founder/Business Owner Mid-Career Professionals
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Colten M

Series 65

Ligonier, PA

Covington Investment Advisors, Inc.

Colten Mc Cutcheon is an advisor at Covington Investment Advisors, Inc. with a Series 65 designation and one year of industry experience. His prior work includes positions at BNY and Saint Vincent College. Outside of his advisory role, he has experience working at Latrobe Country Club and educational institutions in the Latrobe area. Covington Investment Advisors is a fee-only, SEC-registered firm serving individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes long-term, fundamental security analysis and strategic asset allocation tailored to clients’ goals and risk tolerance, managing assets on a discretionary basis with comprehensive financial planning services.

General retirement planning Cash flow / budgeting Founder/Business Owner Mid-Career Professionals
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