Florence, SC Office

Team
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Janney Montgomery Scott

Enterprise

Firm-wide stats for Janney Montgomery Scott

Total advisors

1,343

Across 157 offices

Clients per advisor

179 Very High

Avg AUM per client

$406,735 Typical

HNW client ratio

42% Very High

About

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

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

Based on Janney Montgomery Scott

Occupation focus

Executive Founder/Business Owner

Based on Janney Montgomery Scott

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 CFP® with 24 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. He has worked with Janney Montgomery Scott since 2017, with prior experience at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory role, he is a finance committee member at Central United Methodist Church in Florence, SC. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers a range of services including brokerage, financial planning, and advisory programs, utilizing both 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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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 the Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing and A. G. Edwards & Sons. Allen has been with Janney Montgomery Scott since 2017. 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 and municipal organizations, 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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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, holding Series 63 and 65 licenses and bringing 41 years of industry experience. His career includes positions at Wells Fargo Clearing, Raymond James Financial, and Wachovia Securities. He serves as a ruling elder and committee chair at Darlington Presbyterian Church. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It offers a broad range of services to individuals, families, trusts, corporate sponsors, and municipal clients through a combination of in-house and third-party portfolio management and provides custody and trustee services uncommon among large advisers.

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

Edward R

Series 63, Series 65

Florence, SC

Janney Montgomery Scott

Edward Reames is a financial advisor at Janney Montgomery Scott with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2019. Prior to that, he was with Wells Fargo Clearing and J.J.B. Hilliard, W.L. Lyons, LLC. 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, charitable organizations, and municipal clients, providing brokerage, financial planning, consulting, and wrap/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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