← Back to searchVisit website
JANNEY MONTGOMERY SCOTT LLC
CRD 463 · SEC 801-7258
1717 ARCH STREET, PHILADELPHIA, PA, 19103, United States
Phone
215-665-6000
Fax
215-665-0824
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$110.11B
Discretionary AUM
$76.21B
Team
2404 total employees; 1614 advisory reps; 1031 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees; Commissions; FEE PLUS COMMISSION
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 139021 | $21.06B |
| High net worth individuals | 100743 | $76.46B |
| Pension/profit sharing plans | 664 | $7.04B |
| Charitable organizations | 1810 | $2.13B |
| State/municipal entities | 145 | $717.3M |
| Corporations/business entities | 1425 | $2.70B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD