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Janney’s New York City Complex
Awards
![Janney Wins WealthManagement.com Industry Award for Digital Marketing Campaign of the Year Award Image](/sites/default/files/2024-09/CC%20-%202024%20WM.com%20Industry%20Award%20-%201586251-0924.jpg)
Janney Wins WealthManagement.com Industry Award for Digital Marketing Campaign of the Year
Firm recognized for its campaign focused on Janney’s longstanding financial strength.
![Janney Earns Great Place to Work® Certification Award Image](/sites/default/files/2024-07/CC%20-%20GPTW%20External%20Announcement%20-%201528803-0724.jpg)
Janney Earns Great Place to Work® Certification
Firm recognized for third consecutive year for creating an outstanding workplace experience.
![Computerworld Names Janney a Best Place to Work in IT Award Image](/sites/default/files/2024-04/Corp%20Awards_Computerworld%20Names%20Janney%20a%20Best%20Place%20to%20Work%20in%20IT.jpg)
Computerworld Names Janney a Best Place to Work in IT
Receives the prestigious recognition for the sixth consecutive year.
Our Team
Janney’s leadership team and executive committee are composed of respected professionals with extensive industry knowledge, veteran insight, and a shared strategic vision for the future. With many able to draw upon their own backgrounds as advisors, this team and committee understand the demands and rewards of your profession, and they are here to help you succeed.As Complex Manager, and your first level of support, it's my priority to ensure you feel supported in running your practice, serving your clients, and helping you grow.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
![Private Client Group Support Who We Are Card Image](/sites/default/files/2022-11/Private%20Client%20Group%20Support.jpg)
Private Client Group Support
All financial services firms have a unique culture and operating philosophy. Janney’s core values position our Financial Advisors to offer clients an extraordinary level of service.
![Supporting Your Business Who We Are Card Image](/sites/default/files/2022-11/Supporting%20Your%20Business.jpg)
Supporting Your Business
When you join Janney, you position yourself to offer an extraordinary level of service, personal attention, and in-depth resources to your clients at every point of contact.
![Wealth Management Who We Are Card Image](/sites/default/files/2022-11/Wealth%20Management.jpg)
Wealth Management
Our goal is to support your practice with personalized assistance and access to qualified wealth management professionals, enabling you to provide the highest standard of service.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
![Maximize the Value of Your Business with Insights from an Investment Banker Event Image](/sites/default/files/2025-01/iStock-1365436662%20-%20web.jpg)
Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
![Recent Event: Janney’s 2025 Market Outlook Event Image](/sites/default/files/2024-12/iStock-519927216%20%281%29.jpg)
Recent Event: Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025?
![Recent Event: The Washington Update Event Image](/sites/default/files/2024-09/joshua-sukoff-5DDYHjk_KMU-unsplash%20-%20web.jpg)
Recent Event: The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
February 12, 2025
![recent-update-card-img Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/85b1391985d54aa8a2f6b75e6b6d860c.jpg)
Janney's CEO - A Consistent Focus for a Changing Industry: You
Advisors today are looking for more—greater autonomy, stronger support, and a firm that puts their success first. In an article in AdvisorHub, Janney’s CEO Tony Miller shares why Janney is stronger than ever, offering advisors the autonomy and platform that enables them to thrive. Read more about Janney’s advisor-first approach and how we provide the support that helps you serve your clients, succeed, and be happy. https://www.advisorhub.com/resources/a-consistent-focus-for-a-changing-industry-you/
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
![Optimizing Tax Strategy and Charitable Giving with a Donor-Advised Fund Research Photo](/sites/default/files/2025-02/iStock-804867668.jpg)
Optimizing Tax Strategy and Charitable Giving with a Donor-Advised Fund
When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor-Advised Fund (DAF).
![Document Vault Checklist Research Photo](/sites/default/files/2025-02/iStock-870765174.jpg)
Document Vault Checklist
Keep your financial, household, and personal documents in one safe place. This free feature is available to all Janney clients who are registered users of Online Access.
![Beware of These Top Tax Scams When Filing Your Taxes Research Photo](/sites/default/files/2025-02/iStock_000035365166_Large.jpg)
Beware of These Top Tax Scams When Filing Your Taxes
The IRS produces a list of its “Dirty Dozen” tax scams each year. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to be familiar with the latest list of common issues—and take some simple steps to stay safe from them.
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