Jeffrey
Smith

Janney Montgomery Scott LLC

CRD#2083684
Investment Advisor
in Cockeysville, MD

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About this Advisor

Jeffrey Smith is a financial advisor based in Cockeysville, Maryland, working with Janney Montgomery Scott LLC. Jeffrey has previously held a position at Janney Montgomery Scott LLC. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in the District of Columbia, Maryland, and Virginia. Currently, Jeffrey is part of Janney Montgomery Scott LLC, which operates out of Cockeysville, Maryland. The firm has 130 offices and 2,295 employees. The firm manages assets totaling $85.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Janney Montgomery Scott LLC includes asset-based, fixed, commission-based, and other fees.

Certifications and Registrations

Series 63, Series 65

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

40 Wight Avenue Suite 510
Cockeysville, MD 21030

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Janney Montgomery Scott LLC Brokerage Details

Total Assets Under Management

$85,895,170,425

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

2,295

MD Average: 41
Total Number of Accounts

226,034

MD Average: 3,342
Average Account Size

$380,010

MD 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

Jeffrey Smith Work History

2024 - Present (0 year)

Janney Montgomery Scott LLC

2023 - Present (1 year)

Janney Montgomery Scott LLC

2021 - 2023 (2 years)

Janney Montgomery Scott LLC

2016 - 2021 (5 years)

Janney Montgomery Scott LLC

2012 - 2016 (4 years)

Janney Montgomery Scott LLC

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Disclosures

Please visit the SEC profile of Jeffrey Smith 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

Jennifer Pianello
New Haven, CT
Scott Kaminsky
Berwyn, PA
Jack Cintorino
Harrisonburg, VA
Doran Young
Pittsburgh, PA
Michael Mccarron
Philadelphia, PA
Michael Adler
Cockeysville, MD
Cassandra Beres
Sewickley, PA
James Bryant
Towson, MD

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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.

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