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Travis M

Series 66

Battle Creek, MI

Janney Montgomery Scott

Travis Morse is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and over 21 years of industry experience. He previously worked at Raymond James & Associates for 13 years before joining Janney Montgomery Scott. Morse is a member of the Battle Creek AMBUCS, a nonprofit organization that raises funds to help people with disabilities. Janney Montgomery Scott 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, offering a range of brokerage, financial planning, and advisory services.

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

Series 63, Series 65

Battle Creek, MI

Janney Montgomery Scott

Paul Townsend is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2020. Prior to that, he was with Wells Fargo Clearing from 2016 to 2020. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse clientele, including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services supported by centralized asset management and custody capabilities.

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

Series 63, Series 66

Battle Creek, MI

Janney Montgomery Scott

Michael Oursler is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He has been with Janney since 2018 and previously worked at Raymond James & Associates for 14 years. Outside of his advisory role, he coaches youth baseball and serves as finance director on the board of the local baseball organization. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

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

Series 66, Series 63

Battle Creek, MI

Janney Montgomery Scott

James Barber is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Securities America Inc and Berkshire Hathaway HomeServices. His current tenure at Janney Montgomery Scott began in 2026. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

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

Series 66

Battle Creek, MI

Janney Montgomery Scott

Renee Giles is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. She holds the Series 66 designation and previously worked at Raymond James and Associates for 24 years before joining Janney in 2018. Giles is also a notary. Janney Montgomery Scott 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 and offers a range of advisory and brokerage services supported by in-house and third-party portfolio management.

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