Mansfield, OH Park Avenue West Office

Team
Updated today
Janney Montgomery Scott logo

Janney Montgomery Scott

Enterprise

Firm-wide stats for Janney Montgomery Scott

Total advisors

1,343

Across 159 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

40 Park Avenue West

Mansfield OH 44902-1603

Advisors at this office

5

Advisors at this office

user avatar

Joshua W

Series 66

Mansfield, OH

Janney Montgomery Scott

Joshua White is a financial advisor at Janney Montgomery Scott with 16 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as president of the Mount Vernon Athletic Boosters. 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 individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a combination of in-house portfolio management, third-party managers, 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

Stacy W

Series 63, Series 66

Mansfield, OH

Janney Montgomery Scott

Stacy Wolford is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. 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 and offers brokerage services, financial planning, consulting, and multiple 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
user avatar

Andrew E

Series 63, Series 65

Mansfield, OH

Janney Montgomery Scott

Andrew Elgin is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. He has been with Janney Montgomery Scott since 2007 and holds Series 63 and Series 65 registrations. 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 services, financial planning, consulting, and various wrap 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

Richard S

Series 63, Series 65

Mansfield, OH

Janney Montgomery Scott

Richard Steury is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Janney Montgomery Scott in various capacities 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 client base including individuals, families, trusts, estates, corporations, retirement plans, charities, and municipal clients, offering brokerage services, 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

Thomas W

CFP®, Series 63, Series 65

Mansfield, OH

Janney Montgomery Scott

Thomas Wilson is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. He holds the CFP® designation as well as Series 63 and 65 licenses. Prior to joining Janney in 2020, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also a trustee of the Wilson Charitable Remainder Trust. 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, offering brokerage, financial planning, consulting, 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
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")