Janney Montgomery Scott LLC
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About this Advisor
Jeffrey Purdon is a certified financial planner whose office is in Atlanta, Georgia. Currently a registered investment advisor with Janney Montgomery Scott LLC, they have gathered 17 years of work experience in the financial advisory industry. Purdon holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Purdon can work with clients based out of Georgia. During their career, the advisor has held roles at Robert W Baird & Co, Inc, Scott & Stringfellow, LLC, Janney Montgomery Scott LLC and Bb&T Securities, LLC. Janney Montgomery Scott LLC is based out of Atlanta, Georgia, and operates out of 104 brick-and-mortar locations in the country. Overall, Janney Montgomery Scott LLC manages $35 billion in assets throughout 118,446 client accounts and retains more than 1,884 people. The firm's total assets under management makes it one of the largest firms in the United States. The firm manages 76,427 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 23% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Janney Montgomery Scott LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Janney Montgomery Scott LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jeffrey Purdon Work History
Jeffrey has 17 years of experience.
Janney Montgomery Scott LLC
Bb&T Securities, LLC
Scott & Stringfellow, LLC
Robert W Baird & Co, Inc
Jeffrey Purdon has no disclosures.
Please visit their SEC profile for more details.