Florence, SC Office

Team
Updated today

Client AUM

$97,520,471,006

Clients

239,764

Advisors

7

Of 1,341 advisors across 159 offices

Location

1831 W Evans Street, Ste. 220

Florence SC 29501

Advisors at this office

7

Advisors at this office

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Jason T

Series 66

Florence, SC

Janney Montgomery Scott

Jason Thompson is a financial advisor with Janney Montgomery Scott in Florence, SC, holding a Series 66 designation and 21 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined 20 years before joining Janney Montgomery Scott in 2025. 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 services, financial planning, consulting, and multiple advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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John C

CFP®, Series 66

Florence, SC

Janney Montgomery Scott

John Chase Jr. is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to his current tenure at Janney Montgomery Scott, he worked at Wells Fargo Clearing and Wells Fargo Advisors. He serves on the finance committee at Central United Methodist Church in Florence, SC. Janney Montgomery Scott LLC is a dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plans, charitable organizations, and municipal clients, offering brokerage, financial planning, and advisory services.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Virginia A

Series 63, Series 66

Florence, SC

Janney Montgomery Scott

Virginia Allen is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Janney Montgomery Scott since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. 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, and institutional entities, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Phillip H

Series 63, Series 65

Florence, SC

Janney Montgomery Scott

Phillip Hobbs is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 designations and four years of industry experience. His prior roles include positions at State Farm Investment Management Corp and several insurance agencies. Hobbs also served three years in the South Carolina House of Representatives. 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 range of clients—including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities—and offers brokerage services, financial planning, consulting, and multiple advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Jessica H

Series 63, Series 66

Florence, SC

Janney Montgomery Scott

Jessica Hill is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has worked at Janney since 2018 and previously held roles at FirstBancorp and Infinex Investments. Janney Montgomery Scott LLC is a large SEC-registered investment adviser and broker-dealer 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 range of brokerage, financial planning, and advisory services.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Wayne H

Series 63, Series 65

Florence, SC

Janney Montgomery Scott

Wayne Howle is a financial advisor with Janney Montgomery Scott in Florence, SC. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. Prior to joining Janney in 2019, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves as a ruling elder on the session of Darlington Presbyterian Church, where he chairs either the Property Committee or Stewardship. 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 and offers a range of brokerage, financial planning, and advisory services, employing a combination of in-house and third-party portfolio management.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Edward R

Series 63, Series 65

Florence, SC

Janney Montgomery Scott

Edward Reames is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Janney Montgomery Scott since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2012 to 2019. 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 multiple advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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