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Janney's Southeast Region
Our Team
With our focus on the future, we are expanding in the Southeast Region and would appreciate the opportunity to share how Janney can help build your practice. Please call or email us for a confidential discussion.
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Andrew M. Kistler, III
Senior Vice President / Southeastern Regional Manager

Robert Rose
Central NC Complex Manager

Richard J. Ballou
Atlanta & Greer Complex Office Manager

Edward Bartlett
Roanoke Branch Office Manager

John R Chase
Satellite Branch Office Manager

Gordon Eide
Senior Vice President / Fredericksburg, Richmond and Richmond West Complex Manager

Timothy S Jones
Senior Vice President, Complex Manager

Larry Orr
Aiken & Columbia Branch Office Manager

Jesse Parks
Goldsboro Satellite Branch Manager

William Sewell
Senior Vice President / Complex Manager

Chris Walker
Senior Vice President / Wealth Management
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.
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.

ASK 5k and Fun Walk
Richmond, Virginia Complex participated in the ASK Childhood Cancer Foundation 5k and Fun Walk.

Bundle of Joy Bags
Recently our Greer, South Carolina branch gathered to assemble 14 Bundle of Joy Bags for Piedmont Women's Center in Greenville.

Crazy Sock Day
On March 21st, Janney’s SE Region wore brightly colored mismatched socks for Crazy Sock Day, when people all around the world come together to celebrate “World Down Syndrome Day.”
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.

Up Next: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!

Recent Event: Janney's Mid-Year Market Update
What’s next for the economy and markets?

Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Video Library

Janney's Southeast Region
Hear from Andrew Kistler on why Janney's Southeast Region is a great place to build your advisory practice.

An Update on our relationship with KKR

Southeast Region Mid-Year Update
Southeast Region Mid-Year Update
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
September 04, 2025

9 Considerations for Year-end Planning
As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.
August 06, 2025

The One Big Beautiful Bill Act: How It May Impact You
The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025. Here’s how it differs from existing tax laws—and how it may impact you.
March 07, 2025

Podcast: Keeping a Unique Culture During a Phase of Growth
What makes Janney a top destination for advisors? Kevin Reed, President of Janney’s Private Client Group, joins Tony Sirianni on the AdvisorHub Podcast to discuss what sets Janney apart.
https://www.advisorhub.com/resources/keeping-a-unique-culture-during-a-phase-of-growth/
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.

2025 Tax Reform: A Look at Key Changes for Individuals and Families
On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduces significant changes to the tax code that will impact how you file your 2025 tax returns—and returns for years to come.

2025 Tax Reform: A Look at Key Changes for Businesses
On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduced significant changes to the tax code that may impact taxes for you or your business. How will you prepare?

September Investment Perspectives
In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.
Office Information