Jack
Zotti
Janney Montgomery Scott LLC
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About this Advisor
Jack Zotti is a financial advisor based in Bedminster, New Jersey, working with Janney Montgomery Scott LLC. Jack has previously held a position at Janney Montgomery Scott LLC. Jack has passed the Series 63 regulatory exam and is registered to provide services in New Jersey and Texas. Currently, Jack is part of Janney Montgomery Scott LLC, which operates out of Bedminster, New Jersey. 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
Services Offered
Fee Structure
Office Location
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Janney Montgomery Scott LLC Brokerage Details
$85,895,170,425
2,295
226,034
$380,010
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
Jack Zotti Work History
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC
Disclosures
Please visit the SEC profile of Jack Zotti 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
Harrisonburg, VA
New Haven, CT
New Haven, CT
Raleigh, NC
Philadelphia, PA
Cockeysville, MD
Sewickley, PA
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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