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Adam L
Series 63, Series 65
Richmond, VA
Janney Montgomery Scott
Adam Layne is a financial advisor at Janney Montgomery Scott in Richmond, VA, with 30 years of industry experience. He has been with Janney Montgomery Scott and its LLC predecessor since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he has participated in ride-sharing services as a driver. 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.
John M
Series 66
Richmond, VA
Janney Montgomery Scott
John Mc Ketta is a Series 66-licensed financial advisor at Janney Montgomery Scott with 19 years of industry experience. He previously worked at Raymond James & Associates, Bank of America, and Merrill. He serves as a board member for Richmond Little League, assisting with sponsorship and organizing the Japan Baseball Exchange Program. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets, serving a diverse client base including individuals, families, trusts, and institutional clients through a combination of in-house and third-party portfolio management across multiple wrap programs and advisory services.
Jack H
Series 63, Series 66
Richmond, VA
Janney Montgomery Scott
Jack Heyl is a financial advisor at Janney Montgomery Scott with 47 years of industry experience. He has been with Janney Montgomery Scott since 2009 and holds Series 63 and Series 66 licenses. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory services.
Philip J
Series 66
Richmond, VA
Janney Montgomery Scott
Philip Janney is a financial advisor with Janney Montgomery Scott in Richmond, VA, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Janney Montgomery Scott for 15 years. Outside of his advisory role, he owns SullyReve Holdings LLC, a real estate business. 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 municipalities, offering brokerage services, financial planning, consulting, and various advisory programs.
Erin A
Series 63
Richmond, VA
Janney Montgomery Scott
Erin Antill is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. She holds a Series 63 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, Erin volunteers as a transport driver for rescue animals in Southern and Central Virginia. 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, and institutional clients, offering a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.
Gordon E
Series 63, Series 65
Richmond, VA
Janney Montgomery Scott
Gordon Eide is a financial advisor at Janney Montgomery Scott with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney and its affiliated entities since 2009. Outside of his advisory work, he co-owns a rental property with his wife. 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 sponsors, offering brokerage, financial planning, consulting, and advisory services through multiple wrap programs and centralized asset management.
Richard C
Series 63, Series 65
Richmond, VA
Janney Montgomery Scott
Richard Crittenden Jr. is a financial advisor with Janney Montgomery Scott in Richmond, VA, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Janney Montgomery Scott since 2009. 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 brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.
Melissa R
Series 66
Richmond, VA
Janney Montgomery Scott
Melissa Rooney is a financial advisor at Janney Montgomery Scott with a Series 66 designation and approximately one year of experience in the industry. Her prior roles include positions at Capital One and The Bright Side Coaching LLC. She has also worked in marketing and brand management at various firms before entering the financial advisory field. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing about $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and advisory programs with a combination of in-house and third-party portfolio management.
William J
Series 63, Series 65
Richmond, VA
Janney Montgomery Scott
William Jeter is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney Montgomery Scott since 2009. Jeter serves on the investment committee of the Cameron Foundation, a non-profit organization supporting communities in the Petersburg, Colonial Heights, and Hopewell, VA 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 diverse client base including individuals, families, trusts, corporate and retirement plans, charitable organizations, and municipal clients through a combination of in-house portfolio management and third-party managers across various advisory programs.
Marsha M
Series 65, Series 66
Richmond, VA
Janney Montgomery Scott
Marsha Matthews is a financial advisor with Janney Montgomery Scott in Richmond, VA, holding Series 65 and Series 66 licenses and 15 years of industry experience. Her career includes roles at Davenport & Co., LLC and a brief period of unemployment in 2017 before joining Janney, where she has worked since 2017. 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, corporate and retirement plan sponsors, and municipal clients, offering a broad range of brokerage, financial planning, and advisory services.
Stephanie W
Series 66, Series 63
Richmond, VA
Janney Montgomery Scott
Stephanie Wiseman is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Merrill from 2008 to 2022 before joining Janney in 2022. Outside of her advisory role, she owns Blackwater Crafting Co., a small business specializing in custom crafted and upcycled items. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets and serves a diverse clientele including individuals, families, trusts, corporate sponsors, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services through in-house and third-party portfolio management across multiple programs.
David J
Series 63, Series 65
Richmond, VA
Janney Montgomery Scott
David Jennings is a financial advisor with Janney Montgomery Scott in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He worked at Merrill from 1996 to 2017 before joining Janney Montgomery Scott in 2017. Jennings serves as a board member on the risk and development committees of St Michaels Episcopal School in Richmond. 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 brokerage services, financial planning, consulting, and multiple advisory programs supported by centralized portfolio management and in-house custody and trustee capabilities.
Mary Katherine L
Series 66
Richmond, VA
Janney Montgomery Scott
Mary Katherine Luu is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She 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 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.
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