Awards
Computerworld Names Janney a Best Place to Work in IT
Receives the prestigious recognition for the sixth consecutive year.
Janney Earns Great Place to Work Certification for Second Consecutive Year
The certification recognizes employers that create an outstanding workplace experience.
Janney Earns Great Place to Work® Certification
Firm recognized for third consecutive year for creating an outstanding workplace experience.
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.
... Read more.
Read less.
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 Montgomery Scott LLC is a leading financial services firm dedicated to putting client needs first.
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.
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.
Recent Event: Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
Recent Event: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Recent Event: Tax & Estate Planning
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
July 05, 2024
Janney Adds 12 Financial Advisors in First Half of 2024
We’re pleased to announce that 12 experienced Financial Advisors joined Janney’s Private Client Group in the first half of 2024, adding over $2.2 billion in assets under advisement. Read more about our new additions and some other highlights from this year.
July 02, 2024
Outlook 2024: Mid-Year Update
Janney’s Investment Strategy Group shares its expectations for the economy, equities, and fixed income for the remainder of 2024.
June 27, 2024
Transitioning to Janney can be easy.
Did you know that transitioning to Janney can be a smooth and rewarding process for you and your clients? Financial Advisors who joined Janney in April and May averaged 20 days to transition 75% of AUM. The advisors collectively manage over $1.6 billion in assets.
Making a transition can be seamless with the help of Janney’s experienced transition team and innovative onboarding platform. Your transition is built around you and your clients, making it easy for them to join you at Janney.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
July Investment Perspectives
In the latest issue of Investment Perspectives, the Investment Strategy Group examines the appetite for gold, the recent concerns around liquidity, and what to expect for stocks as the summer winds down. Be sure to check it out.
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.