Fredericksburg, VA Office
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Janney Montgomery Scott
Enterprise
Firm-wide stats for Janney Montgomery Scott
Clients per advisor
178 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
725 Jackson Street, Suite 204
Fredericksburg VA 22401
Advisors at this office
3
Advisors at this office
Whitney R
Series 63, Series 65
Fredericksburg, VA
Janney Montgomery Scott
Whitney Riley is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Bank of America, Merrill, Citigroup Global Markets, and Legg Mason Wood Walker. She is based in Fredericksburg, VA. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse clientele, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers brokerage services, financial planning, consulting, and various advisory programs, utilizing both in-house portfolio management and third-party managers.
Ronald H
Series 63, Series 65
Fredericksburg, VA
Janney Montgomery Scott
Ronald Holmes Jr. is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney since 2018, following prior roles at Bank of America and Merrill. Holmes serves as a board member of the Spotsylvania Regional Medical Advisory Board. 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 plans, and charitable organizations, providing brokerage, financial planning, and advisory services supported by a mix of in-house and third-party portfolio management.
Bryn T
Series 66
Fredericksburg, VA
Janney Montgomery Scott
Bryn Thacker is a Series 66 registered financial advisor with Janney Montgomery Scott in Fredericksburg, VA, and has four years of industry experience. Before joining Janney, Thacker worked at Avery Hess Realtors and was involved with Livingston Manor Arabians. Janney Montgomery Scott is a large enterprise firm 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 charitable organizations, offering services such as brokerage, financial planning, and advisory programs with a combination of in-house and third-party asset management.
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