Janney Montgomery Scott LLC
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About this Advisor
Christopher Wilkinson is a certified financial planner in Boston, Massachusetts. Currently an advisor at Janney Montgomery Scott LLC, Wilkinson has 13 years of professional experience. Wilkinson holds Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Wilkinson is registered to act as an advisor based out of Massachusetts. Wilkinson has spent their career at Janney Montgomery Scott LLC. Janney Montgomery Scott LLC is headquartered in Boston, Massachusetts, and has 104 offices throughout the nation. In aggregate, Janney Montgomery Scott LLC manages $35 billion in assets across 118,446 client accounts and employs more than 1,884 people. The amount of assets the firm manages places it among the largest financial advisory firms in the United States. The firm manages 76,427 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 23% of the advisor firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Janney Montgomery Scott LLC can offer 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
Christopher Wilkinson Work History
Christopher has 13 years of experience.
Janney Montgomery Scott LLC
Christopher Wilkinson has no disclosures.
Please visit their SEC profile for more details.