Palm Beach Gardens, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$97,520,471,006
ClientsTotal clients
239,764
AdvisorsAdvisors at this office
19
Of 1,343 advisors across 159 offices
Location
3001 Pga Boulevard, Suite 200
Palm Beach Gardens FL 33410
Advisors at this office
19
Advisors at this office
Jeff S
Series 63
Palm Beach Gardens, FL
Janney Montgomery Scott
Jeff Sellers is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. He holds a Series 63 designation and previously worked for Raymond James & Associates for 23 years before joining Janney Montgomery Scott in 2020. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various wrap and advisory programs.
Michael B
Series 63, Series 65
Palm Beach Gardens, FL
Janney Montgomery Scott
Michael Blankenship is a financial advisor with Janney Montgomery Scott in Palm Beach Gardens, FL, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Janney Montgomery Scott since 2003. Outside of his advisory work, he is a managing member of Fulcrum Stable, LLC, where he is involved in selecting horses to be purchased and raced. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.
Jennifer C
Series 66
Palm Beach Gardens, FL
Janney Montgomery Scott
Jennifer Cutolo is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. She holds a Series 66 designation and has worked in various roles including at eBay and Raymond James and Associates. Outside of her advisory work, she is involved with Gardens Drugs, a retail pharmacy owned by her husband, where she serves as a bookkeeper. 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, estates, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.
Philip B
CFP®, Series 63
Palm Beach Gardens, FL
Janney Montgomery Scott
Philip Blumel is a CFP® professional with 29 years of industry experience, currently serving at Janney Montgomery Scott since 2021. Prior to this, he worked for 25 years at Raymond James & Associates. He is also the president of U.S. Term Limits, a nonprofit single-issue advocacy group based in Washington, DC, where he participates in public speaking and board activities. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through brokerage, financial planning, and advisory programs. The firm combines in-house and third-party portfolio management and offers trustee and custody services uncommon among large advisers.
Gregory Y
CFP®, Series 66
Palm Beach Gardens, FL
Janney Montgomery Scott
Gregory Young is a CFP® with 31 years of industry experience, currently with Janney Montgomery Scott since 2020. He previously spent 19 years at Raymond James & Associates. Outside of his advisory role, he is involved as a limited partner in Young Family Holdings, 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 individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, consulting, and advisory services.
Thomas U
Series 66
Palm Beach Gardens, FL
Janney Montgomery Scott
Thomas Urban Jr. is a financial advisor at Janney Montgomery Scott with four years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2021. Outside of his advisory role, he works as a server and bartender at County Line Pizza, an Italian restaurant in Juno Beach, Florida. 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 plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.
Ryan S
Series 63, Series 66
Palm Beach Gardens, FL
Janney Montgomery Scott
Ryan Steckler is a financial advisor with Janney Montgomery Scott in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Janney Montgomery Scott since 2016. 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.
Gary V
Series 63, Series 65
Palm Beach Gardens, FL
Janney Montgomery Scott
Gary Vescio is a financial advisor with Janney Montgomery Scott in Palm Beach Gardens, FL. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Janney in 2022, he spent eight years at Raymond James & Associates. 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 sponsors, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.
Thomas U
Series 63, Series 65
Palm Beach Gardens, FL
Janney Montgomery Scott
Thomas Urban is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Janney Montgomery Scott since 2006. Outside of his advisory role, he volunteers as a baseball coach for Palm Beach County Schools. 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, and institutional clients, and offers brokerage services, financial planning, consulting, and multiple advisory programs.
David B
Series 66
Palm Beach Gardens, FL
Janney Montgomery Scott
David Blankenship is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds a Series 66 designation. Prior to joining Janney, he worked at PitchBook Data for three years and has held roles at Medbridge, BizX, and ATT. 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 sponsors, and charitable organizations, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.
Elizabeth Y
Series 66
Palm Beach Gardens, FL
Janney Montgomery Scott
Elizabeth Young is a financial advisor with Janney Montgomery Scott LLC, holding a Series 66 designation and nine years of industry experience. She has worked at Janney Montgomery Scott since 2020 and previously was with Raymond James & Associates from 2016 to 2020. Young also volunteered with the Volunteer Income Tax Assistance program from 2017 to 2018. 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 municipal clients, offering brokerage, financial planning, consulting, and wrap/advisory programs.
Samer A
Series 63, Series 65
Palm Beach Gardens, FL
Janney Montgomery Scott
Samer Alnaham is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2015. Janney Montgomery Scott LLC is a large 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, financial planning, consulting, and advisory programs.
Heather H
Series 63, Series 66
Palm Beach Gardens, FL
Janney Montgomery Scott
Heather Herrmann is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at Janney Montgomery Scott since 2012 and has been with Citigroup Global Markets since 1999. Based in Palm Beach Gardens, FL, she has a long tenure in the financial services industry. 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 a range of brokerage services, financial planning, and advisory programs.
Brian G
Series 66
Palm Beach Gardens, FL
Janney Montgomery Scott
Brian Gary is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James and Associates for six years before joining Janney in 2020. He is based in Palm Beach Gardens, FL. 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, estates, and institutional sponsors, and offers a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.
Marjo Y
CFP®
Palm Beach Gardens, FL
Janney Montgomery Scott
Marjo Ylipelkonen is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2020. Prior to joining Janney, she worked at Raymond James & Associates for six years. She holds an inactive role as a sales partner with Zinzino, a direct sales marketing company focused on health products. 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 individuals, families, trusts, corporations, and institutional clients, offering brokerage services, financial planning, and multiple advisory programs supported by both in-house and third-party portfolio management.
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