user avatar

Matthew Lerch

Advisor at Janney Montgomery Scott

Updated today

Location

Clarion, PA 16214

Credentials

Series 63, Series 66

Industry experience

35 years

About

Matthew Lerch is a financial advisor with Janney Montgomery Scott in Clarion, PA, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, Lerch serves on several local boards, including the Clarion Rotary Board, the Clarion County Economic Development Corporation, and the Clarion Blueprint Community. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm supports over 1,200 advisors and offers a wide range of services, including portfolio management, financial planning, retirement plan consulting, and traditional brokerage for individuals, high-net-worth clients, corporations, charities, and institutions.

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

Occupation focus

Based on Janney Montgomery Scott

Executive Founder/Business Owner

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fee arrangements available on a case-by-case basis, subject to Wealth Management Department approval.

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, marked non-billable.

Subscriptions

Janney Client Service Center (JCSC) advisory services assessed annual fee of 0.95%, billed quarterly in advance.

Other

Account minimum: $5,000 Fee-only: Financial planning services typically billed one time; Consulting services may be annual flat fee or asset-based fee.

Location

162 South Second Avenue, Applewood Center

Clarion, PA 16214

Most active in

California · New Jersey · North Carolina · Ohio · Pennsylvania

Work history

Janney Montgomery Scott

2005 - Present (21 years)

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

Kyle C

Series 66

Clarion, PA

Janney Montgomery Scott

Kyle Cathcart is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds a Series 66 designation and previously worked in adult probation before joining Janney. Outside of his advisory role, he serves as an assistant coach for middle school athletes and is a board member involved in fundraising and marketing for the Clarion Area School District. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions through a multi-channel investment platform that includes third-party manager strategies, model-based solutions, and in-house portfolio management.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
user avatar

Avari S

CFP®, Series 66

Clarion, PA

Janney Montgomery Scott

Avari Schmader is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Janney Montgomery Scott with two years of industry experience. Prior to joining Janney, Schmader worked at Clarion University of Pennsylvania and North Clarion Jr./Sr. High School. Schmader is a member of the Clarion Rotary Club. Janney Montgomery Scott LLC manages approximately $100.8 billion in client assets and supports over 1,200 advisors and more than 235,000 clients. The firm offers a broad range of services including portfolio management, financial planning, and retirement plan advisory for individuals, corporations, charities, and institutional accounts, utilizing a multi-channel investment platform and integrated portfolio management solutions.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
user avatar

Casey O

Series 66

Clarion, PA

Janney Montgomery Scott

Casey O'Toole is a financial advisor at Janney Montgomery Scott with a Series 66 designation and experience in the financial industry beginning in 2025. Prior to joining Janney, Casey worked at Clarion County Community Bank for eight years and Northwest Bank for eleven years. He serves on several local boards focused on housing and community redevelopment in Clarion County, including the Clarion County Housing Authority, the Clarion County Redevelopment Authority, and the Clarion County Housing Development Corporation, and volunteers regularly with the Clarion Rotary and Edenburg Masonic Lodge. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a wide range of services to individuals, high-net-worth clients, corporations, charities, and institutions, utilizing multiple investment platforms including in-house portfolio management through Janney Capital Management.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
user avatar

Patricia D

CFP®, Series 66

Clarion, PA

Janney Montgomery Scott

Patricia Doverspike is a CFP® and holds a Series 66 license, with six years of experience in the financial services industry. She has been with Janney Montgomery Scott since 2019, following a long tenure at Corporate Risk Holdings, LLC. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a comprehensive range of services including portfolio management, financial planning, retirement plan consulting, and brokerage for individuals, corporations, charities, and institutional clients.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
user avatar

Jennifer W

Series 66

Clarion, PA

Janney Montgomery Scott

Jennifer Williams is a financial advisor at Janney Montgomery Scott with 16 years of industry experience. She holds the Series 66 designation and has been with Janney Montgomery Scott since 2006. Janney Montgomery Scott LLC is an SEC-registered investment adviser and dual-registered broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a multi-channel investment platform that includes third-party manager strategies, model-based solutions, and in-house portfolio management.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
user avatar

Hayley H

Series 66

Shippenville, PA

LPL Financial

Hayley Hewlett is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has prior work experience at Grant Thornton and the University of Pittsburgh. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")