A complete list of active advisors currently associated with Janney Montgomery Scott

Warmer can help you find a great advisor at Janney Montgomery Scott or one who fits your needs even better.

Janney Montgomery Scott LLC serves a broad mix of individual and institutional clients — including non‑HNW and high‑net‑worth individuals, corporate and non‑corporate entities, and retirement plans — and provides brokerage services, investment advisory and wrap programs, financial planning, retirement plan consulting, and lending referrals. The firm is dually registered as a broker‑dealer and SEC‑registered investment adviser and maintains an in‑house trust subsidiary that acts as custodian for certain IRAs, Coverdell accounts and a limited number of qualified plan assets. Janney offers a wide set of advisory programs (manager‑traded and model‑based SMAs, UMA, asset allocation and internal portfolio management) that can be managed on a discretionary or non‑discretionary basis, combining third‑party managers, in‑house models and overlay services such as tax optimization. Its professional asset management group (Janney Capital Management) provides active management for multiple programs while trading and execution are handled within the broker‑dealer platform, including agency, principal and step‑out executions where applicable. Compared with many large advisory firms, Janney’s structure is distinctive for operating a trust company and serving as a qualified custodian, in addition to acting as a municipal advisor and participating in municipal underwriting through affiliated relationships. The firm’s dual broker‑dealer/adviser role — which includes the capacity to receive commissions and engage in principal trading — together with the recent integration of Janney Capital Management following a KKR‑led ownership change, creates an operating profile that differs from most peers.

To learn more about the advisors currently working at Janney Montgomery Scott, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.