Scott
Chase
Janney Montgomery Scott LLC
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About this Advisor
Scott Chase is a financial advisor based out of Atlanta, Georgia with 2 years of relevant experience. Chase is on the advisory team at Janney Montgomery Scott LLC. The advisor has gained experience at Fig Partners and Janney Montgomery Scott LLC. Chase maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Georgia. Janney Montgomery Scott LLC is a company operating out of Philadelphia, PA. It has offices in 118 locations and a total of 2,242 employees. It administers $73 billion in assets under management among its 216,397 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 1,526 charities and foundations. Of its 216,397 client accounts, 31% are associated with high-net-worth individuals who have more than $1 million in investable assets. Janney Montgomery Scott LLC has a broad set of services, such as 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 management fees largely vary depending on which services the firm provides the client. However, fee types charged by Janney Montgomery Scott LLC likely consist of any combination of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Janney Montgomery Scott LLC Brokerage Details
$73,000,611,319
2,242
216,397
$337,346
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
Scott Chase Work History
Scott has been registered as a financial advisor for 2 years.*
Janney Montgomery Scott LLC
Fig Partners
*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 Scott Chase 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
Naples, FL
Meadville, PA
Raleigh, NC
Atlanta, GA
Greenville, SC
Cockeysville, MD
Bedminster, NJ
Atlanta, GA
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.
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