
The Ponte Vedra Office
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.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.

Thomas A. Conaghan
Branch Office Manager

Jim Newman, AWMA®
Senior Vice President / Wealth Management, Financial Advisor

Todd Bernstein
First Vice President/Wealth /Management, Financial Advisor

Jeffrey Tidwell, CLTC®
Executive Vice President/Wealth Management, Financial Advisor

Michael Graves, CLTC®
Senior Vice President/Wealth Management, Financial Advisor

John (Jack) Bacon
Senior Vice President/Wealth Management, Financial Advisor

Linda Wall
Senior Registered Private Client Associate

Dawn Bloom
Senior Registered Private Client Associate

Angela Winburn
Senior Registered Private Client Associate

Temple Waltemeyer
Branch Operations Manager

Kristina Bell
Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.

Our History
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.

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.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
February 16, 2023

Forbes Names 10 Janney Financial Advisors as Best-in-State Women Wealth Advisors
Congratulations to the 10 Janney Financial Advisors recognized as Best-In-State Women Wealth Advisors by Forbes. We're proud to have a record number of advisors recognized for their commitment to exceeding client expectations.
Office Information