Christopher
Wilkinson

Janney Montgomery Scott LLC

CRD#864329
Investment Advisor
in Boston, MA
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 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

60 State Street 35Th Floor
Boston, MA 02109-1803

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Janney Montgomery Scott LLC Brokerage Details

Total Assets Under Management

$34,674,646,685

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

1,884

MA Average: 41
Total Number of Accounts

118,446

MA Average: 3,342
Average Account Size

$292,746

MA Average: $4,737,880

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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.

2005 - Present (14 years)

Janney Montgomery Scott LLC

Disclosures

Christopher Wilkinson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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