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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.Primary support comes from your Branch, Complex, and Regional Managers. With years of industry experience, they serve as both mentors and managers, allowing you the freedom to run your own practice while working with you to help it grow.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
I invite you to explore how our "boutique" firm can deliver all that your clients need through our operations, technology, wealth management, and financial planning platforms.
Janney has more than 190 years of experience providing comprehensive financial advice and high quality service to individuals, families, corporations, and institutions.
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.
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.
Piedmont Park Cleanup Spring 2023
There's not better way to contribute to a cleaner and healthier community than by volunteering to tackle out-of-control waste. Join your fellow community members as we work to throw away bad waste habits.
Spark 5K: Benefitting the Kyle Pease Foundation
The inaugural Spark 5K is a race designed to bring our community together to support inclusion. Roark is the proud Presenting Sponsor and 100% of the race proceeds will go to The Kyle Pease Foundation to support their Inclusive Employment Program.
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Stay up-to-date and in-the know about every aspect of your financial picture.
October 04, 2023
Janney Welcomes Jamie Jones as Director of Business Development and Teaming
I’m pleased to share Jamie Jones has joined Janney as Director of Business Development and Teaming. Her addition is one of several enhancements made over the last year to strengthen our Practice Management Group and support the growth and success of our advisors and teams. Read more.
October 03, 2023
Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions
Eligible Americans saving for retirement can continue catch-up contributions on pretax basis through 2025, under a change recently issued by the Internal Revenue Service (IRS).
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue we take a look at BRICS+ and potential investment opportunities, determine if bond market supply matters, and discuss why September is a more worrisome month for stocks than October.
Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?
SECURE Act 2.0 is designed not only to make it easier for employers to adopt and administer retirement plans, but also to help individuals save for retirement. There are nearly 100 provisions in this new legislation. Some of these, which are in place now or will become effective in coming years, are highlighted below.
Outlook 2023: Mid-Year Update
In our initial Outlook 2023 publication, we offered a thesis around the concept of two-way risk.