Janney Montgomery Scott LLC

Wealth Management Firm in Lycoming County, PA

Firm Info
Address: 25 W 3rd St Suite 600, Williamsport, PA 17701, USA
Phone: (570) 326-5700

Firm Size
Assets Under Management: $81.3 billion
# of Advisors: 1,179
# of Clients: 203,125
Client to Advisor Ratio: 172:1
Average Account Size: $400,475
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Insurance Companies
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)
  • Commissions
  • Other

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Janney Montgomery Scott LLC Overview

Janney Montgomery Scott LLC is a Philadelphia-based fee-based registered investment advisory firm that has been in business since 1971. As a broker-dealer, insurance broker/agent, trust company, municipal advisor, and provider of investment advice, the firm offers a range of financial services to its clients. The firm's services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, pension consulting services, and selection of other advisors. In addition, Janney Montgomery Scott LLC offers educational seminars and workshops. Janney Montgomery Scott LLC provides expert financial advice to help clients efficiently manage their money and investment portfolios. The variety of services offered ensures that clients receive personalized and comprehensive financial solutions to meet their needs and goals. The client-focused approach of the firm reflects the experience and expertise of its financial advisors.

JANNEY MONTGOMERY SCOTT LLC caters to a diverse range of clients from different industries and backgrounds. They offer their services to individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, state or municipal government entities, insurance companies, and other corporation types not listed. This broad client base allows JANNEY MONTGOMERY SCOTT LLC to remain flexible, adapting their services to cater to the specific needs and requirements of each of their clients. The fee structure at JANNEY MONTGOMERY SCOTT LLC is structured depending on the type of service provided. They offer a percentage of AUM, fixed fees, commissions, and other types of fees depending on the client's needs. AUM refers to assets under management, which is the total market value of the investments managed by the firm on behalf of the client. Fixed fees are a set amount charged for a particular service regardless of the amount of assets being managed. Commissions are charged on the sale of investment products or services. The other types of fees charged may include performance fees, account-related fees, or transactional fees. Overall, JANNEY MONTGOMERY SCOTT LLC offers a variety of fee structures ensuring their clients have a flexible and cost-effective option that best suits their needs.

Typical Clients, Fee Structures & Investment Minimum

According to JANNEY MONTGOMERY SCOTT LLC's Part 2 Brochure, the note about investment minimums is blank. Therefore, there is no mention of an investment minimum.

How This Office Can Help Lycoming County, PA Residents

Janney Montgomery Scott LLC is a financial advisory firm that has been providing investment services to clients in Lycoming County, PA for over 50 years. The company's experienced advisors work closely with clients to understand their financial goals, risk tolerance, and investment objectives. They provide tailored solutions designed to help clients achieve their financial objectives and navigate the complex financial landscape. Lycoming County, PA residents may face various financial situations, including planning for retirement, managing their investments, and developing strategies for transferring their assets to future generations. Moreover, the rising cost of healthcare and education can also pose financial challenges for local residents, especially those nearing retirement age. Janney Montgomery Scott LLC provides personalized financial advice and investment solutions designed to help clients navigate these challenges while achieving their financial goals. Whether clients need help developing a comprehensive retirement plan, managing their investments, or navigating complex estate planning and tax matters, Janney Montgomery Scott LLC's financial advisors work closely with them to develop customized solutions that meet their unique needs.

To view the Minimum Investment and Fee Schedule for Janney Montgomery Scott LLC, visit their Part 2 Brochure.

Services Offered by Janney Montgomery Scott LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Janney Montgomery Scott LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Commissions
Other
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 25 W 3rd St Suite 600, Williamsport, PA 17701, USA
Phone (570) 326-5700
Directions
Google My Business Reviews:
4 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 1717 ARCH STREET, PHILADELPHIA, PA 19103, United States

This firm has no other locations.

State Registrations

Janney Montgomery Scott LLC is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Puerto Rico
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Virgin Islands

Disciplinary History

Janney Montgomery Scott LLC does not have any disclosures. Please visit it's Form ADV for more details.