Jeffrey
Purdon

Janney Montgomery Scott LLC

CRD#1240238
Investment Advisor
in Atlanta, GA
Are you Jeffrey Purdon? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 63, Series 65, Certified Financial Planner

Years of Experience

17 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

3630 Peachtree Road Ne Suite 850
Atlanta, GA 30326

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Janney Montgomery Scott LLC Brokerage Details

Total Assets Under Management

$36,622,820,585

GA Average: $15,833,994,310
Total Number of Employees

1,972

GA Average: 41
Total Number of Accounts

135,416

GA Average: 3,342
Average Account Size

$270,447

GA Average: $4,737,880

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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.

2016 - Present (3 years)

Janney Montgomery Scott LLC

2013 - 2016 (3 years)

Bb&T Securities, LLC

2010 - 2013 (3 years)

Scott & Stringfellow, LLC

2001 - 2010 (9 years)

Robert W Baird & Co, Inc

Disclosures

Jeffrey Purdon has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started