Washington, DC 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

1255 23rd Street NW, Suite 810

Washington DC 20037-1102

Advisors at this office

11

Advisors at this office

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Samuel V

Series 66

Washington, DC

Janney Montgomery Scott

Samuel Vigderhouse is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 credential and has worked exclusively at Janney Montgomery Scott in various capacities since 2022. Prior to his advisory role, he had experience outside the financial industry, including work at Martin's Wine and Spirits and the University of Maryland Stamp Student Union Center. 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 management and third-party managers.

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

Series 63, Series 65

Washington, DC

Janney Montgomery Scott

Philip Krauss is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Janney Montgomery Scott since 2004. 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 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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Deborah J

Series 63, Series 65

Washington, DC

Janney Montgomery Scott

Deborah Jones is a financial advisor with Janney Montgomery Scott in Washington, DC. She holds Series 63 and Series 65 licenses and has 32 years of industry experience, including 17 years at Janney. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse range of clients and offers brokerage, financial planning, consulting, and advisory programs, combining in-house portfolio management with third-party managers across multiple investment platforms.

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

Series 66

Washington, DC

Janney Montgomery Scott

Steven Goldfarb is a financial advisor with Janney Montgomery Scott in Washington, DC, holding a Series 66 designation and 24 years of industry experience. He has been with Janney Montgomery Scott since 2014. 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 a range of 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 M

Series 66

Washington, DC

Janney Montgomery Scott

John Mc Carthy is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 designation and previously worked at RMR Wealth Builders, Fidelity, and Target before joining Janney. Mc Carthy serves as an uncompensated board member at Seton Hall University, participating in alumni activities and board committees. 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, corporate and retirement plan sponsors, and charitable organizations, 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
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Shannon M

Series 63, Series 65

Washington, DC

Janney Montgomery Scott

Shannon Mc Greevy is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. Mc Greevy has been with Janney Montgomery Scott since 2009. Janney Montgomery Scott LLC is a large 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 various 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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Lee S

Series 66

Washington, DC

Janney Montgomery Scott

Lee Springer is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds a Series 66 designation and has worked at Janney since 2018. His prior experience includes positions at Wells Fargo Clearing, Uvest Financial Services Group, Inc., and Merrill. Janney Montgomery Scott LLC is a large 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 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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Matthew K

Series 63, Series 65

Washington, DC

Janney Montgomery Scott

Matthew Kroehler is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing, Truist Investment Services, and Morgan Stanley Dw Inc. since beginning his career in 2001. Janney Montgomery Scott LLC is a large 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 offers a range of investment advisory, brokerage, and consulting 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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James F

Series 66

Washington, DC

Janney Montgomery Scott

James Farrell is a Series 66–registered financial advisor with Janney Montgomery Scott in Washington, DC, where he has worked since 2018. He has 18 years of industry experience, including two years at Wells Fargo Clearing prior to joining Janney. Outside of his advisory role, he serves as a director and treasurer on his local homeowners association 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 with brokerage, financial planning, and advisory services, utilizing a combination of in-house and third-party portfolio management across multiple wrap programs and unified managed accounts.

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

Series 66

Washington, DC

Janney Montgomery Scott

Logan Jagodzinski is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch and the University of Rochester, in addition to his current role. 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, and municipal clients, offering brokerage services, financial planning, 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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David D

CFP®, Series 63, Series 65

Washington, DC

Janney Montgomery Scott

David Dansby is a CFP® professional affiliated with Janney Montgomery Scott LLC, with 26 years of industry experience. He has been with Janney Montgomery Scott since 1998. 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 clientele including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, delivering investment advice through 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
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