Janney Montgomery Scott LLC

Overview

Janney Montgomery Scott LLC is a full-service financial services firm headquartered in Philadelphia, Pennsylvania, with a history dating back to 1832. The firm specializes in wealth management, investment banking, and capital markets services, serving individuals, families, businesses, and institutions.

As a privately-held subsidiary of Penn Mutual Life Insurance, Janney manages approximately $135 billion in assets across 21 states through a network of over 850 financial advisors. The company provides comprehensive financial planning, asset management, trading, and capital raising solutions. Janney is dedicated to client relationships built on trust and accountability, with a commitment to organic growth and continued expansion.

Basic Information

Contact Details

• Phone: +1 215-665-6000
• Website: janney.com
• LinkedIn: linkedin.com/company/janney-montgomery-scott

Key Focus Areas & Initiatives

• Highest standard in financial relationships
• Full service financial services
• Wealth management
• Capital markets
• Asset under advisement
• Values-driven culture
• Asset management
• Retirement planning
• Financial planning
• Risk management
• Financial services
• Real estate investment
• Regulatory compliance
• Tax planning
• B2B
• Professional certifications
• Wealth transfer strategies
• Fiduciary standard
• Financial literacy
• Securities and commodity contracts intermediation and brokerage
• Client-focused approach
• Financial advisor
• Registered investment adviser
• Investment banking
• Brokerage services
• Regulatory history
• Financial services firm
• Industry accolades
• Estate funding
• Long-standing history
• Financial solutions
• Financial advisory
• Client relationship
• Research services
• Institutional services
• Retirement income
• Data security
• Business services
• Financial advice
• Advisor network
• B2C
• Full-service broker-dealer
• Client education
• Client retention
• Client assets
• Estate planning
• Advisory minimums
• Retail
• Business succession
• Investment research
• Market commentary
• Portfolio management
• Services
• Investment strategies
• Asset protection
• Business planning
• Charitable giving
• Client resources
• Public finance
• Equity trading
• Fixed income trading
• Personal finance
• Financial education
• Client relationships
• Goal-based planning
• Market insights
• Financial advisor training
• Investment advice
• Financial products
• Customized solutions
• Community engagement
• Diversity and inclusion
• Professional development
• Wealth growth
• Household finance management
• Financial goal setting
• Client-centric services
• Senior management support
• Financial newsletters
• Strategic partnerships
• Financial legacy
• Long-term financial goals
• Trusted financial partnerships
• Sustainable investing
• Financial needs assessment
• Client communication
• Business continuity planning
• Private client services
• Investment themes
• Finance
• Investment management
• Financial consulting
• Consulting
• Management consulting
• Computer & network security
• Information technology & services
• Law practice
• Legal services

Technologies Used

• .GIS
• AT&T
• Bloomberg Professional Services
• CloudFlare CDN
• CloudFlare Hosting
• Constant Contact
• Dayforce
• Deluxe Payroll and HR Solutions
• Eloqua
• Gem
• Google Tag Manager
• Infor Workforce Management (WFM)
• Microsoft Excel
• Microsoft Office
• Microsoft PowerPoint
• Microsoft Word
• Mobile Friendly
• Nginx
• Outlook
• React
• SAP SuccessFactors Onboarding
• Salesforce
• Vacancy Filler Recruitment
• Varnish
• Vimeo
• Webex
• Workday Benefits
• Workday Compensation
• reCAPTCHA

Affiliated Organizations & Regional Branches

• JMS Online
• TM Capital
• HighBank Advisors