Linwood, NJ Office

Team
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Janney Montgomery Scott

Enterprise

Firm-wide stats for Janney Montgomery Scott

Total advisors

1,342

Across 160 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

Location

401 New Road, 2nd Floor

Linwood NJ 08221

Advisors at this office

6

Advisors at this office

user avatar

Linda S

Series 66

Linwood, NJ

Janney Montgomery Scott

Linda Straubmuller is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds the Series 66 designation and has been with Janney since 2007. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser that manages 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 services, financial planning, consulting, and multiple wrap/advisory programs.

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

Michael B

Series 63, Series 65

Linwood, NJ

Janney Montgomery Scott

Michael Brown is a financial advisor at Janney Montgomery Scott with 29 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Janney in various capacities since 2010. 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 plans, 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
user avatar

James B

Series 63, Series 65

Linwood, NJ

Janney Montgomery Scott

James Burton is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Janney Montgomery Scott since 2007 in various roles. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

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

William S

Series 66

Linwood, NJ

Janney Montgomery Scott

William Steen is a Series 66 licensed financial advisor at Janney Montgomery Scott with 12 years of industry experience. He has been with Janney Montgomery Scott since 2016 and previously operated Jack's Beach Service for 11 years. 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 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
user avatar

Joseph S

Series 63, Series 65

Linwood, NJ

Janney Montgomery Scott

Joseph Sheehan is a financial advisor with Janney Montgomery Scott in Linwood, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Janney Montgomery Scott since 2017 and previously spent 22 years at Merrill. Janney Montgomery Scott LLC is a 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 advisory programs.

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

Michelle K

Series 63, Series 66

Linwood, NJ

Janney Montgomery Scott

Michelle Keates is a financial advisor at Janney Montgomery Scott with over 32 years of industry experience, including 25 years at Janney. She holds Series 63 and Series 66 designations. Outside of her advisory role, Keates serves on the Board of Trustees at Stockton University, where she chairs the Investment Committee and contributes to several other university committees. 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 through a combination of in-house portfolio management and third-party managers, 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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