John R. Morris

Executive Vice President / Wealth Management, Financial Advisor

John focuses on portfolio management and estate planning in working with individuals and families to help them secure their financial future. He offers comprehensive, objective advice and guidance with high-quality personal service. John entered the financial services industry in 1987 and has worked at both Merrill Lynch and Morgan Stanley Smith Barney. At Morgan Stanley, he was recognized as an FID Select Broker as one of the top 500 fixed income brokers at the firm. He served at UBS from 2011 to 2022 prior to joining Janney, where he was recognized as a member of the Premier Fixed Income Desk.

About John R. Morris

John focuses on portfolio management and estate planning in working with individuals and families to help them secure their financial future. He offers comprehensive, objective advice and guidance with high-quality personal service. John entered the financial services industry in 1987 and has worked at both Merrill Lynch and Morgan Stanley Smith Barney. At Morgan Stanley, he was recognized as an FID Select Broker as one of the top 500 fixed income brokers at the firm. He served at UBS from 2011 to 2022 prior to joining Janney, where he was recognized as a member of the Premier Fixed Income Desk.

Matt Jerkovich

First Vice President / Wealth Management, Financial Advisor

Matthew concentrates on overall wealth planning, with a focus on estate planning to enrich the legacies our clients leave behind to their families and on working with small business owners to understand their particular needs and objectives. Matthew began his career in the financial services industry in 1996 as an institutional fixed income salesperson at ICAP. He transitioned into Wealth Management in 2009 with Morgan Stanley Smith Barney, then served at UBS for over ten years before joining Janney in 2022. He holds Series 7, 63 and 65 securities licenses, and also licenses in life, health and variable insurance.

About Matt Jerkovich

Matthew concentrates on overall wealth planning, with a focus on estate planning to enrich the legacies our clients leave behind to their families and on working with small business owners to understand their particular needs and objectives. Matthew began his career in the financial services industry in 1996 as an institutional fixed income salesperson at ICAP. He transitioned into Wealth Management in 2009 with Morgan Stanley Smith Barney, then served at UBS for over ten years before joining Janney in 2022. He holds Series 7, 63 and 65 securities licenses, and also licenses in life, health and variable insurance.

Christine A. Taylor

Senior Registered Private Client Associate

Christine focuses on client service, performance reporting, research, marketing, event marketing and trading. Her dedication to taking meticulous care of the concerns of individuals and families, as well as her breadth of experience in the financial services industry, enable her to offer comprehensive personal service to our clients and invaluable support to our team.

About Christine A. Taylor

Christine focuses on client service, performance reporting, research, marketing, event marketing and trading. Her dedication to taking meticulous care of the concerns of individuals and families, as well as her breadth of experience in the financial services industry, enable her to offer comprehensive personal service to our clients and invaluable support to our team.

Supported By

Mark D. Luschini

Chief Investment Strategist, Janney Montgomery Scott LLC President and Chief Investment Officer, Janney Capital Management

Mark Luschini is the Chief Investment Strategist for Janney Montgomery Scott LLC, leading the Investment Strategy Group. In that capacity Mark is responsible for establishing the Firm’s broad outlook relating to conditions in the capital markets and the economy and to develop investment strategies that align with the best interest, goals, and objectives of individual and institutional clients. He also establishes the Firm’s asset allocation models used for portfolio construction and financial planning.

As Chief Investment Strategist, Mark serves as the Janney's investment spokesperson, offering national market commentary and developing asset allocation models and investment strategies. He chairs the investment committee and actively interfaces with both current and prospective clients.

Additionally, Mark directs Janney Capital Management, the Firm’s discretionary investment management division. Under his leadership, Janney Capital Management has delivered competitive investment results across multiple strategies. The total assets under management has grown to more than $4 billion, with nearly $3 billion in traditional equity and fixed income assets, and over $1 billion in various strategic and tactical asset allocation strategies utilizing exchange-traded solutions and mutual funds. Mark served on the Board of Managers for Janney, and currently serves as a Trustee for the Firm’s Pension & Profit Sharing Plan. He is a member of the Janney Wealth Management Department’s Mutual Fund and Alternative Investment Committees.

In Janney Capital Management, Mark chairs the Investment Committee which sets asset class and sector policy and directly participates in managing the equity, fixed income, and asset allocation strategies under its advisory. Mark has spent more than 30 years in the investment industry. He utilizes that experience to speak on topics related to macroeconomics and investment management at seminars and conferences.

His comments and written articles have been circulated in numerous publications ranging from the Wall Street Journal and Barron’s to the New York Times, USA Today, Financial Times, and Money magazine. He has appeared in various media outlets including CNBC, Bloomberg Television, Fox Business News, and CNN.

He has a BA and MBA from Gannon University and holds the Chartered Market Technician (CMT) designation from the Market Technicians Association.

About Mark D. Luschini

Mark Luschini is the Chief Investment Strategist for Janney Montgomery Scott LLC, leading the Investment Strategy Group. In that capacity Mark is responsible for establishing the Firm’s broad outlook relating to conditions in the capital markets and the economy and to develop investment strategies that align with the best interest, goals, and objectives of individual and institutional clients. He also establishes the Firm’s asset allocation models used for portfolio construction and financial planning.

As Chief Investment Strategist, Mark serves as the Janney's investment spokesperson, offering national market commentary and developing asset allocation models and investment strategies. He chairs the investment committee and actively interfaces with both current and prospective clients.

Additionally, Mark directs Janney Capital Management, the Firm’s discretionary investment management division. Under his leadership, Janney Capital Management has delivered competitive investment results across multiple strategies. The total assets under management has grown to more than $4 billion, with nearly $3 billion in traditional equity and fixed income assets, and over $1 billion in various strategic and tactical asset allocation strategies utilizing exchange-traded solutions and mutual funds. Mark served on the Board of Managers for Janney, and currently serves as a Trustee for the Firm’s Pension & Profit Sharing Plan. He is a member of the Janney Wealth Management Department’s Mutual Fund and Alternative Investment Committees.

In Janney Capital Management, Mark chairs the Investment Committee which sets asset class and sector policy and directly participates in managing the equity, fixed income, and asset allocation strategies under its advisory. Mark has spent more than 30 years in the investment industry. He utilizes that experience to speak on topics related to macroeconomics and investment management at seminars and conferences.

His comments and written articles have been circulated in numerous publications ranging from the Wall Street Journal and Barron’s to the New York Times, USA Today, Financial Times, and Money magazine. He has appeared in various media outlets including CNBC, Bloomberg Television, Fox Business News, and CNN.

He has a BA and MBA from Gannon University and holds the Chartered Market Technician (CMT) designation from the Market Technicians Association.

Debra Roey

Vice President, Retirement Plan Services Director

Debra S. Roey joined Janney Montgomery Scott LLC in November 2006, as Janney Retirement Plan Services (JRPS) Manager. JRPS was founded in 1982 to provide Janney’s Corporate Retirement Plan Clients with support in plan design analysis, proposal procurement and review, investment fiduciary services, technical expertise, and problem resolution.
 
Debra has over 30 years of experience in the Retirement Plan arena. Prior to joining Janney, she served as Regional Director with Union Central Life Retirement and Investment Services. During her tenure, she received numerous sales awards including qualification for the company’s highest society membership. She also served on several corporate committees involved with Strategic Planning and Product Development.
 
Debra earned a B.A. in Business Administration from Rutgers University.

About Debra Roey

Debra S. Roey joined Janney Montgomery Scott LLC in November 2006, as Janney Retirement Plan Services (JRPS) Manager. JRPS was founded in 1982 to provide Janney’s Corporate Retirement Plan Clients with support in plan design analysis, proposal procurement and review, investment fiduciary services, technical expertise, and problem resolution.
 
Debra has over 30 years of experience in the Retirement Plan arena. Prior to joining Janney, she served as Regional Director with Union Central Life Retirement and Investment Services. During her tenure, she received numerous sales awards including qualification for the company’s highest society membership. She also served on several corporate committees involved with Strategic Planning and Product Development.
 
Debra earned a B.A. in Business Administration from Rutgers University.

Jessica Landis, CFP®, ChFC®

Vice President, Head of Investment Solutions

Jessica Landis is responsible for overseeing the ongoing marketing and support of all investment and insurance company solutions as well as the firm’s retail equity, option, preferred, and fixed income trading efforts. Prior to being promoted, Jessica served as Janney’s Director of Financial Planning, where she led the day-to-day management and operations of the Firm’s Wealth Planning Team. Under her leadership, the team won a 2018 WealthManagement.com Industry Award in the technology category for the launch and development of Janney’s comprehensive financial planning platform.


Jessica joined Janney in 2016 after serving as a Financial Advisor with Legacy Planning Partners. During her six-year tenure at Legacy, she was part of an advisory team with a focus on comprehensive financial planning. Her role included designing financial plans, determining product solutions and educating clients on the different solutions to help reach their financial goals. She specialized in working with pre-retirees and on multi-generational plans, with a focus on strengthening the customer relationship through the financial planning process. As a Financial Advisor, Jessica was also a member of the prestigious Million Dollar Round Table.


Jessica regularly authors articles on various financial planning topics for Janney and is frequently quoted in publications such as The Wall Street Journal, US News & World Report, MarketWatch, Yahoo! Finance, and NerdWallet. She is a Certified Financial Planner™ (CFP®), Certified Financial Planner™(CFP®) professional Chartered Financial Consultant® (ChFC®) and is currently enrolled in the SIFMA Securities Industries Institute program at the Wharton School of the University of Pennsylvania. She graduated from West Chester University with a Bachelor of Arts in Communication Studies and a Bachelor of Science in Finance. She holds her Series 7, 66 and Life Accident and Health licenses.

About Jessica Landis, CFP®, ChFC®

Jessica Landis is responsible for overseeing the ongoing marketing and support of all investment and insurance company solutions as well as the firm’s retail equity, option, preferred, and fixed income trading efforts. Prior to being promoted, Jessica served as Janney’s Director of Financial Planning, where she led the day-to-day management and operations of the Firm’s Wealth Planning Team. Under her leadership, the team won a 2018 WealthManagement.com Industry Award in the technology category for the launch and development of Janney’s comprehensive financial planning platform.


Jessica joined Janney in 2016 after serving as a Financial Advisor with Legacy Planning Partners. During her six-year tenure at Legacy, she was part of an advisory team with a focus on comprehensive financial planning. Her role included designing financial plans, determining product solutions and educating clients on the different solutions to help reach their financial goals. She specialized in working with pre-retirees and on multi-generational plans, with a focus on strengthening the customer relationship through the financial planning process. As a Financial Advisor, Jessica was also a member of the prestigious Million Dollar Round Table.


Jessica regularly authors articles on various financial planning topics for Janney and is frequently quoted in publications such as The Wall Street Journal, US News & World Report, MarketWatch, Yahoo! Finance, and NerdWallet. She is a Certified Financial Planner™ (CFP®), Certified Financial Planner™(CFP®) professional Chartered Financial Consultant® (ChFC®) and is currently enrolled in the SIFMA Securities Industries Institute program at the Wharton School of the University of Pennsylvania. She graduated from West Chester University with a Bachelor of Arts in Communication Studies and a Bachelor of Science in Finance. She holds her Series 7, 66 and Life Accident and Health licenses.

Dan Wantrobski, CMT®

Managing Director, Director of Research

Dan Wantrobski is Director of Research at Janney Montgomery Scott and has over 20 years of industry experience as a technical analyst and strategist.


Mr. Wantrobski spent the first 10 years of his career at Paine Webber and UBS, where he developed his knowledge as a technician and macro strategist following the equity, fixed income, commodity, and currency markets. He has also spent time at Fox Pitt Kelton, Bedford Quantitative, and New Albion Partners. From 2008 to 2016, Mr. Wantrobski served as Janney’s technical strategist.


Mr. Wantrobski regularly comments in the media on key issues arising in the industry, with appearances in outlets such as The Wall Street Journal, Reuters, The Philadelphia Inquirer, CNBC, Fox Business, and Bloomberg TV. He is also a frequent speaker at financial industry conferences, including the Ernst & Young Annual Firm Conference where he has served as a guest speaker for the last five years.


Mr. Wantrobski is a Chartered Market Technician ® (CMT) and attended Villanova University, graduating cum laude with a B.S. in Finance.


He currently resides in Moorestown, NJ where he volunteers as a firefighter with Relief Engine Co. 312.

About Dan Wantrobski, CMT®

Dan Wantrobski is Director of Research at Janney Montgomery Scott and has over 20 years of industry experience as a technical analyst and strategist.


Mr. Wantrobski spent the first 10 years of his career at Paine Webber and UBS, where he developed his knowledge as a technician and macro strategist following the equity, fixed income, commodity, and currency markets. He has also spent time at Fox Pitt Kelton, Bedford Quantitative, and New Albion Partners. From 2008 to 2016, Mr. Wantrobski served as Janney’s technical strategist.


Mr. Wantrobski regularly comments in the media on key issues arising in the industry, with appearances in outlets such as The Wall Street Journal, Reuters, The Philadelphia Inquirer, CNBC, Fox Business, and Bloomberg TV. He is also a frequent speaker at financial industry conferences, including the Ernst & Young Annual Firm Conference where he has served as a guest speaker for the last five years.


Mr. Wantrobski is a Chartered Market Technician ® (CMT) and attended Villanova University, graduating cum laude with a B.S. in Finance.


He currently resides in Moorestown, NJ where he volunteers as a firefighter with Relief Engine Co. 312.