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Grant Thomas Beckley

Advisor at Janney Montgomery Scott — Cambridge, OH

Updated today

Credentials

Series 63, Series 65

Experience

26 years

Location

Cambridge, OH 43725

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

Grant Beckley is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Stratos Wealth Partners and LPL Financial. 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 and municipal organizations, offering a range of brokerage services, financial planning, and advisory programs.

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

Cambridge, OH

441 Wheeling Avenue, Main Level

Cambridge OH 43725

Advisors at this office

3

Most active in

Louisiana · Ohio · Texas

Work history

26 years of industry experience

Janney Montgomery Scott

2024 - Present • 2 years

Cambridge, OH

Stratos Wealth Partners, LTD

2011 - 2024 • 13 years

Columbus, OH

LPL Financial, LLC

2011 - 2024 • 13 years

Columbus, OH

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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Brent M

Series 63

Cambridge, OH

Janney Montgomery Scott

Brent Markley is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He previously worked at Stratos Wealth Partners, Ltd and LPL Financial, holding positions at both firms from 2011 to 2024. He holds the Series 63 designation. 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, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
user avatar

Mikelle C

Series 63

Cambridge, OH

Janney Montgomery Scott

Mikelle Copella is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. She holds a Series 63 designation and previously worked at Stratos Wealth Partners and LPL Financial for 13 years. Janney Montgomery Scott LLC is a large 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, offering brokerage services, financial planning, and multiple advisory programs.

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

Matthew L

Series 66

Cambridge, OH

Edward Jones

Matthew Lashley is a Series 66 licensed financial advisor with Edward Jones in Cambridge, Ohio, and has one year of industry experience. Prior to joining Edward Jones, he held positions at Integrity Kokosing Pipeline Services, Beaver Excavating, and Bi-Con Services Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning Oil & Gas

Steven M

Series 66

Cambridge, OH

Edward Jones

Steven Marvin is a financial advisor with Edward Jones in Cambridge, Ohio, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Huntington National Bank for 29 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retired Founder/Business Owner Executive
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Christina B

Series 66

Cambridge, OH

Edward Jones

Christina Bradison is a financial advisor with Edward Jones in Cambridge, OH, holding a Series 66 designation and 19 years of experience at the firm. Outside of her advisory role, she has worked as a restaurant server. Edward Jones is a full-service wealth management firm serving over four million clients, with approximately $1.01 trillion in assets under management and a large national network of advisors. The firm offers a range of advisory programs, including wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Rory S

Series 66

Cambridge, OH

Edward Jones

Rory Stelzer is a financial advisor with Edward Jones in Cambridge, Ohio, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously was employed by Southeastern Ohio Regional Medical Center from 2012 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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