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Greater Philadelphia Complex
The Greater Philadelphia Complex is part of the Mid-Atlantic geographic footprint at Janney Montgomery Scott and consists of the Bryn Mawr, Blue Bell, Philadelphia, and Wyncote offices. If you are interested in joining our team, please visit www.MoveToJanney.com to learn more or contact Complex Director David Lojpersberger directly.
Why Janney
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.
Marketing Support
We know that Marketing is a key component of an advisor’s business plan. Janney’s Marketing & Corporate Communications team is your resource and partner to reach your audience and grow your business.
A Culture Focused on You
At Janney, you’re more than a number. You’re a valued partner—and your success matters.
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
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
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
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.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
August 31, 2026
9 Considerations for 2026 Year-end Tax Planning
Start year-end tax planning now to review income, gains and losses, retirement distributions, charitable giving, and tax payments—and prepare for 2027.
June 01, 2026
Plan for 100: Income Planning for a Longer Life
Planning to live longer? With many people now living into their 90s and beyond, it may be worth considering how your financial plan can support a retirement that could last decades.
April 24, 2026
Grateful to be part of something bigger than ourselves.
The Philadelphia Complex of Janney recently had the privilege of providing dinner and serving the incredible patients and caregivers at the AstraZeneca Hope Lodge. These individuals are navigating the challenges of a cancer journey with remarkable strength, resilience, and grace.
Hope Lodge offers more than just a place to stay—it provides a community, comfort, and support during some of life’s most difficult moments. Being able to share a meal, connect, and give back in even a small way was truly meaningful for our team.
Thank you to the staff and residents for welcoming us. Experiences like this remind us of the importance of compassion, community, and showing up for one another.
#Janney #CommunityImpact #HopeLodge #Philadelphia #GivingBack #CancerSupport
Janney News
Janney Advances Growth Strategy with Appointment of Kathy Capuano as Head of Advisor Recruiting and Market Growth
She brings extensive experience placing top financial advisors across the industry.
Janney Opens Branch Office in Chicago, Welcomes Ned Kennedy as Complex Director
Ned Kennedy to Lead Expansion and Advisor Recruitment in Key Midwest Market
Janney Adds 12 Financial Advisors in First Half of 2024
Adds over $2.2 billion in assets under advisement to Private Client Group.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we discuss how the labor market is still doing the heavy lifting, the details surrounding recent U.S. Treasury news, and how the midterms may impact the markets.
Managing Finances in a New Marriage: A Checklist for Newlyweds
Marriage is more than a milestone—it’s a meaningful opportunity to align your financial lives and build a shared foundation. Use this checklist to coordinate accounts, clarify goals, and position yourselves to Plan for More together.
5 Top Cybercrime Trends—and How to Protect Yourself
From smart homes to digital wallets, more of our financial lives now live online. While technology creates convenience, it also creates opportunities for cybercriminals. Staying informed about evolving threats—and taking proactive steps—can help you protect one of your most precious assets: your personal and financial information. Here are five cybercrime trends to keep on your radar.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.