Karla
St. Luke

Janney Montgomery Scott LLC

CRD#2246868
Investment Advisor
in Atlanta, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Karla St. Luke is a financial advisor operating in Atlanta, Georgia with a total of 3 years of industry experience. St. Luke is an advisor for Janney Montgomery Scott LLC. Their career trajectory has included roles at Fig Partners LLC and Janney Montgomery Scott LLC. St. Luke maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to advise clients in Georgia. Janney Montgomery Scott LLC is a business that has its headquarters in Philadelphia, PA. It has offices in 118 locations and a total of 2,242 financial advisors. It administers $73 billion in total assets between its 216,397 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 1,526 charitable organizations. Of its 216,397 accounts, 31% are held by high-net-worth clients who have greater than $1 million in investable assets. The business provides a number of services, including 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. Financial advisory fees usually are based on which services the firm provides the client. However, fee types billed by Janney Montgomery Scott LLC most likely include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 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

Office Location

1475 Peachtree Street Ne
Atlanta, GA 30309

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

$73,000,611,319

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

2,242

GA Average: 41
Total Number of Accounts

216,397

GA Average: 3,342
Average Account Size

$337,346

GA Average: $4,737,880

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

Karla St. Luke Work History

Karla has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Janney Montgomery Scott LLC

2013 - 2019 (6 years)

Fig Partners LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Karla St. Luke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Janney Montgomery Scott LLC

Michael Rossley
West Hartford, CT
Doran Young
Pittsburgh, PA
Aaron Byrd-Leitner
Philadelphia, PA
Karla St. Luke
Atlanta, GA
David Luke
Greenville, SC
Carmine Tango
Bedminster, NJ
Jeffrey Schultz
Atlanta, GA
Stephanie Bailey
York, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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

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