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Samantha R
Series 63, Series 65
Philadelphia, PA
Janney Montgomery Scott
Samantha Redding is a financial advisor at Janney Montgomery Scott with seven years of industry experience. She holds Series 63 and Series 65 designations and has worked at Janney since 2022, following prior roles at GWFS Equities, Great-West Financial, and Agility Logistics. 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 municipal clients, offering brokerage services, financial planning, and multiple advisory programs.
Jackson A
CFP®
Philadelphia, PA
Janney Montgomery Scott
Jackson Allen is a CFP® professional based in Philadelphia, PA, currently with Janney Montgomery Scott. He has one year of experience at Janney and has held prior roles at Diversified, LLC, Kuhn Advisors, Tolleson Wealth Management, and First Citizens Wealth Management. He also spent five years at Campbell University. 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, estates, corporations, and municipal clients, offering a broad range of investment advisory and brokerage services supported by centralized portfolio management and trustee capabilities.
Rose D
Series 66
Philadelphia, PA
Janney Montgomery Scott
Rose Domine is a financial advisor at Janney Montgomery Scott with three years of industry experience. She holds the Series 66 designation and has worked at Janney since 2017. Outside of her advisory role, she has held positions in the hospitality sector, including at DoubleTree by Hilton Cherry Hill Philadelphia. 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, estates, and institutional clients, and offers a range of brokerage, financial planning, and advisory services through a combination of in-house and third-party asset management.
Jake R
Series 66
Philadelphia, PA
Janney Montgomery Scott
Jake Rose is a financial advisor at Janney Montgomery Scott with a Series 66 designation and one year of industry experience. His background includes roles at Janney Montgomery Scott LLC and Liberty Group LLC, along with periods as a full-time student. 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, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.
Andrew S
Series 66
Philadelphia, PA
Janney Montgomery Scott
Andrew Shaw is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. He holds a Series 66 designation and has been with Janney Montgomery Scott in various capacities since 2015. 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, corporate and retirement plan sponsors, and other entities through brokerage services, financial planning, and multiple advisory programs.
Jeannie W
Series 63
Philadelphia, PA
Janney Montgomery Scott
Jeannie Willits is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds a Series 63 designation and has worked at Janney Montgomery Scott since 2021. Prior to that, she spent five years with Wells Fargo Clearing. 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 broad client base including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.
Adrienne H
Series 63, Series 65
Philadelphia, PA
Janney Montgomery Scott
Adrienne Horen is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding Series 63 and Series 65 designations. She has 38 years of industry experience and has been with Janney Montgomery Scott since 2002. Horen serves as a panelist on the NYSE Exchange Hearing Board for the Philadelphia region, adjudicating disciplinary charges and arbitration claims. 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, estates, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs.
David G
Series 63
Philadelphia, PA
Janney Montgomery Scott
David Grahn is a Series 63 licensed financial advisor at Janney Montgomery Scott with 42 years of industry experience. He joined Janney Montgomery Scott in 2021, following five years at Wells Fargo Clearing. 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, estates, and institutional sponsors, offering brokerage services, financial planning, and multiple advisory programs supported by in-house and third-party portfolio management.
Jeffrey S
Series 63, Series 65
Philadelphia, PA
Janney Montgomery Scott
Jeffrey Scharf is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He previously worked at Nuveen Fund Advisors, LLC from 2002 to 2006 before joining Janney Montgomery Scott, where he has been since 2006 in various roles. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.
Daniel H
Series 66
Philadelphia, PA
Janney Montgomery Scott
Daniel Herman is a financial advisor at Janney Montgomery Scott with 19 years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2016, following prior roles at Wells Fargo Clearing and Ameriprise. 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, estates, and institutional clients, offering brokerage services, financial planning, and managed account programs.
Ian M
CFP®, Series 66
Philadelphia, PA
Janney Montgomery Scott
Ian Mc Laughlin is a CFP® with 14 years of experience in the financial services industry. He currently works at Janney Montgomery Scott and previously held positions at Lincoln Investment, Charles Schwab & Co., Inc., and SII-Acorn Financial Services. 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 charitable organizations, offering brokerage services, financial planning, and various advisory programs.
Kimberly B
CFP®, Series 66
Philadelphia, PA
Janney Montgomery Scott
Kimberly Beil is a CFP® professional with over 22 years of experience in the financial services industry. She has been with Janney Montgomery Scott since 2002. 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, and charitable and municipal organizations, offering brokerage, financial planning, consulting, and advisory programs.
Daniel B
Series 63, Series 66
Philadelphia, PA
Janney Montgomery Scott
Daniel Blum is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, with 20 years of industry experience. He has been with Janney Montgomery Scott since 2011. Outside of his advisory role, he owns an online retail sales business, DNV Ventures, LLC. 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 clientele, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.
Zhizhen C
Series 66
Philadelphia, PA
Janney Montgomery Scott
Zhizhen Cao is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, holding a Series 66 designation with less than one year of industry experience. Prior to joining Janney, Cao worked at Twenty Acre Capital and MIAX, and has academic experience at Drexel University. Cao also served in the United States Air Force Academy. 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 clientele including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory programs supported by in-house and third-party portfolio management.
Rayona B
Series 66
Philadelphia, PA
Janney Montgomery Scott
Rayona Bowens is a financial advisor at Janney Montgomery Scott with three years of industry experience. She holds a Series 66 designation and has previously worked at Philadelphia Federal Credit Union, Philadelphia Insurance Companies, and Reliance Standard Life Insurance Company. Janney Montgomery Scott LLC is a large investment firm managing approximately $110 billion in client assets, serving a diverse range of clients including individuals, families, trusts, estates, corporations, and municipal entities. The firm combines in-house portfolio management with third-party managers through multiple advisory programs and offers custody and trustee services uncommon among large enterprise advisers.
Emilee M
Series 66
Philadelphia, PA
Janney Montgomery Scott
Emilee Mahon is a financial advisor with Janney Montgomery Scott in Philadelphia, holding a Series 66 designation and four years of industry experience. She has been with Janney Montgomery Scott since 2021. Outside of her advisory role, Mahon is involved in coaching field hockey and founded The Gretta Ehret Dream Crazy Foundation, which supports youth sports in the Philadelphia area. 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 broad client base, including individuals, families, trusts, corporate and retirement plan sponsors, and offers a range of brokerage, financial planning, and advisory services.
Anas S
Series 63, Series 66
Philadelphia, PA
Janney Montgomery Scott
Anas Shraim is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at J.P. Morgan Securities, Merrill, Bank of America N.A., and a contract position with Alphastaff Group. 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, estates, and institutional clients, offering brokerage, financial planning, consulting, and multiple advisory programs.
Quinn K
Series 66
Philadelphia, PA
Janney Montgomery Scott
Quinn Karpiak is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds a Series 66 designation and has been with Janney Montgomery Scott since 2015. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.
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