Battle Creek, MI Office

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.

Paul Townsend is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has worked with Janney since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a combination of in-house portfolio management and third-party managers across multiple advisory programs.

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.

James Barber is a financial advisor with Janney Montgomery Scott, holding Series 66 and Series 63 licenses and nine years of industry experience. His prior roles include positions at Securities America Inc and Berkshire Hathaway HomeServices. He is based in Battle Creek, MI. 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, corporations, retirement plan sponsors, and municipal entities, offering brokerage, financial planning, and advisory services supported by centralized portfolio management and in-house custody capabilities.

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.