Chillicothe, OH Office
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Janney Montgomery Scott
Enterprise
Firm-wide stats for Janney Montgomery Scott
Clients per advisor
179 Very HighAvg AUM per client
$406,735 TypicalHNW client ratio
42% Very HighAbout
Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser that manages roughly $110 billion in discretionary and non-discretionary client assets. The firm serves a broad client base — individuals (including high-net-worth clients), families, trusts and estates, corporate and retirement plan sponsors, charitable organizations and municipal clients — and offers brokerage services, financial planning, consulting, and multiple wrap/advisory programs.
The firm delivers investment advice through a mix of in‑house portfolio management and third‑party managers across eleven wrap programs, a unified managed account (UMA) overlay, and model portfolios; Janney Capital Management was integrated into the firm in 2026 to centralize professional asset management. It also operates a centralized Janney Client Service Center that provides limited, call‑center based advisory service and employs formal due‑diligence and monitoring processes for managers and pooled products.
Janney’s structure includes a New Hampshire‑chartered subsidiary trust company and it acts as a custodian for certain IRA, Coverdell, and qualified retirement assets — capabilities that are uncommon among large enterprise advisers and that support custody and trustee services in‑house. The firm is also registered as a municipal advisor (and is affiliated with a municipal advisor), continues to operate brokerage businesses that can involve commissions and “step‑out” trade execution, and discloses related conflicts and mitigation policies tied to affiliated ownership and third‑party relationships.
Based on Janney Montgomery Scott
Expertise
Based on Janney Montgomery Scott
Location
37 West 2nd Street
Chillicothe OH 45601
Advisors at this office
4
Advisors at this office
Clare S
Series 66
Chillicothe, OH
Janney Montgomery Scott
Clare Schwemlein Brownfield is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. She holds a Series 66 designation and has worked with Janney Montgomery Scott since 2007. 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 clientele including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.
Joseph L
Series 66
Chillicothe, OH
Janney Montgomery Scott
Joseph Lafreniere is a financial advisor at Janney Montgomery Scott with a Series 66 designation and one year of industry experience. Prior to joining Janney, he worked at Vinton County National Bank for three years and was previously employed by McDonald's for five years. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.
Seth A
Series 66
Chillicothe, OH
Janney Montgomery Scott
Seth Ash is a financial advisor with Janney Montgomery Scott who holds a Series 66 designation and has nine years of industry experience. He has been with Janney Montgomery Scott since 2016 and previously worked at Kroger. Outside of his advisory role, he serves on multiple local boards in Chillicothe, Ohio, including the Main Street Program, Build Chillicothe, and Jaycee Public Golf Course. 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 and provides investment advice through in-house portfolio management, third-party managers, and multiple wrap/advisory programs.
Tammy A
Series 63, Series 66
Chillicothe, OH
Janney Montgomery Scott
Tammy Ashworth is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Janney Montgomery Scott since 2008. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad range of clients including individuals, families, trusts, corporate and retirement plans, charitable organizations, and municipalities, offering brokerage services, financial planning, consulting, and multiple advisory programs.
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