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John E Schwear Jr.

Advisor at Janney Montgomery Scott — Hazleton, PA

Updated today

Credentials

Series 66

Experience

10 years

Location

Hazleton, PA 18202

Janney Montgomery Scott logo

Janney Montgomery Scott

Enterprise

Total advisors

1,343

Across 157 offices

Clients per advisor

179 Very High

Avg AUM per client

$406,735 Typical

HNW client ratio

42% Very High

About

John Schwear Jr. is a financial advisor with Janney Montgomery Scott in Hazleton, PA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Janney Montgomery Scott since 2015. Outside of his advisory role, Schwear is involved in several community organizations, serving on multiple boards including Can Do Inc., Pathway to Recovery, and the Greater Hazleton Civic Partnership, among others. He also operates a small window tinting business on a limited basis. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities. The firm offers brokerage services, financial planning, consulting, and a range of wrap/advisory programs, combining 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

Hazleton, PA

631 Airport Road, 200 Laurel Professional Center

Hazleton PA 18202

Advisors at this office

3

Most active in

California · Delaware · New Jersey · Pennsylvania · Texas

Work history

10 years of industry experience

Janney Montgomery Scott

2015 - Present • 11 years

Hazelton, PA

Disclosures

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

Business activities & affiliations

user avatar

Donald G

Series 63, Series 65

Hazleton, PA

GFS Financial Advisors, LLC

Donald Galade is the principal advisor at GFS Financial Advisors, LLC in Hazleton, PA, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been associated with GFS Financial Advisors since 2010 and also operates Galade Financial Services, Inc., an independent insurance agency providing insurance products and precious metals sales. Additionally, he owns Cheradon and Associates LLC, a business consulting firm focused on employee benefits. GFS Financial Advisors serves individuals and high-net-worth clients with fee-based financial planning and advisory services, primarily acting as a co-advisor and referral intermediary. The firm generally does not manage client portfolios directly but helps clients select third-party money managers while offering a subscription newsletter called Money Matters.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Wealth management Cash flow / budgeting
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Justin W

Series 65

Conyngham, PA

Wagner Wealth Management, Corp.

Justin Warfel is a Series 65-licensed financial advisor at Wagner Wealth Management, Corp. with two years of industry experience. His prior roles include positions at Evergreen Wealth Solutions, Geisinger Medical Center, UPMC, T.R. Hoffman, and Lock Haven University. Wagner Wealth Management provides discretionary wealth management and integrated financial planning to individuals, including high-net-worth clients, as well as retirement plan sponsors and other business clients. The firm’s investment approach is generally conservative to balanced, utilizing ETFs, individual equities, and model portfolios, with selective use of third-party money managers for higher-growth opportunities.

General retirement planning Retirement income strategy Charitable giving & philanthropy Wealth management Retirement plans for business owners (SEP, solo 401k)
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Hari G

Series 66

Ringtown, PA

Omsai Com LLC

Hari Gadi is a financial advisor at Omsai Com LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Avantax Advisory Services and Avantax Investment Services, Inc. from 2021 to 2022. Omsai Com LLC provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across various instruments, and also offers accounting, tax, payroll, and company-formation services.

Active portfolio management Options & derivatives strategies Real estate investing General tax planning
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Allen W

Series 63, Series 66

Conyngham, PA

Wagner Wealth Management, Corp.

Allen Wagner is a financial advisor at Wagner Wealth Management, Corp. with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors Financial Network LLC and PKS Investments. Wagner also serves as an independent insurance agent, providing insurance advice to clients. Wagner Wealth Management offers discretionary wealth management and integrated financial planning to individuals, including high-net-worth clients, as well as retirement plan sponsors and other business clients. The firm employs a generally conservative to balanced investment approach, utilizing ETFs, individual equities, and model portfolios, alongside fundamental and technical analysis.

General retirement planning Retirement income strategy Charitable giving & philanthropy Wealth management Retirement plans for business owners (SEP, solo 401k)
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Kyle W

CFP®, Series 63, Series 66

Conyngham, PA

Wagner Wealth Management, Corp.

Kyle Wagner is a CFP® with 12 years of industry experience, currently serving as an advisor at Wagner Wealth Management, Corp. He has previously worked at Wells Fargo Advisors and PKS Investments. Wagner holds Series 63 and Series 66 licenses and is involved in an investment-related business, CRZYPCK HOLDINGS, LLC. Wagner Wealth Management provides discretionary wealth management and integrated financial planning to individuals, including high-net-worth clients, as well as retirement plan sponsors and other business clients. The firm’s investment approach is generally conservative to balanced, utilizing ETFs, individual equities, and model portfolios, with selective allocation to third-party money managers for growth exposure.

General retirement planning Retirement income strategy Charitable giving & philanthropy Wealth management Retirement plans for business owners (SEP, solo 401k)
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Kevin K

Series 63, Series 65, Series 66

Nesquehoning, PA

3 Edge Asset Management, Lp

Kevin Kenny is a financial advisor at 3EDGE Asset Management, LP with 19 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior work includes positions at Fisher Investments and Northern Lights Distributors, LLC. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other advisers, and managing ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation approach that combines quantitative research with committee judgment and stress testing.

ESG / Sustainable investing Passive / index investing Options & derivatives strategies Real estate investing
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