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Linda S

Series 66

Linwood, NJ

Janney Montgomery Scott

Linda Straubmuller is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds the Series 66 designation and has been with Janney since 2007. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/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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Michael B

Series 63, Series 65

Linwood, NJ

Janney Montgomery Scott

Michael Brown is a financial advisor at Janney Montgomery Scott with 29 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Janney in various capacities since 2010. 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 plans, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple 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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James B

Series 63, Series 65

Linwood, NJ

Janney Montgomery Scott

James Burton is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Janney Montgomery Scott since 2007 in various roles. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various 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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William S

Series 66

Linwood, NJ

Janney Montgomery Scott

William Steen is a Series 66 licensed financial advisor at Janney Montgomery Scott with 12 years of industry experience. He has been with Janney Montgomery Scott since 2016 and previously operated Jack's Beach Service for 11 years. 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, 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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Joseph S

Series 63, Series 65

Linwood, NJ

Janney Montgomery Scott

Joseph Sheehan is a financial advisor with Janney Montgomery Scott in Linwood, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Janney Montgomery Scott since 2017 and previously spent 22 years at Merrill. Janney Montgomery Scott LLC is a 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, estates, corporate and retirement plan sponsors, charitable organizations, 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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Michelle K

Series 63, Series 66

Linwood, NJ

Janney Montgomery Scott

Michelle Keates is a financial advisor at Janney Montgomery Scott with over 32 years of industry experience, including 25 years at Janney. She holds Series 63 and Series 66 designations. Outside of her advisory role, Keates serves on the Board of Trustees at Stockton University, where she chairs the Investment Committee and contributes to several other university committees. 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 through a combination of in-house portfolio management and third-party managers, offering brokerage, financial planning, consulting, and multiple 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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