Janney Montgomery Scott LLC

Overview

Janney Montgomery Scott LLC operates as a full-service broker-dealer and qualified custodian that also provides advisory and trust services. The firm serves both individual/family and institutional clients and combines brokerage, insurance brokerage, and trust capabilities with advisory offerings that include financial planning, portfolio management for individuals and institutions, pension consulting, selection of other advisers, and client education programs. Janney acts as a capital allocator, routing client assets into third-party managers as well as in-house solutions. Fee arrangements are diverse: percentage-of-AUM, fixed fees, commissions and other fee structures are all used depending on the client relationship. The firm identifies as an active ESG investor, indicating ESG considerations are integrated into at least some investment decisions or product offerings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices